Back to JPM-PM
WJ Wealth Management, LLC → JPM-PM
WJ Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$295K
Q3 2026
Peak value
$26.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $365K |
| Q3 2025 | $26.9M |
| Q3 2025 | $18.7M |
| Q3 2025 | $759K |
| Q3 2025 | $651K |
| Q4 2025 | $18.3M |
| Q4 2025 | $928K |
| Q1 2026 | $491K |
| Q1 2026 | $22M |
| Q1 2026 | $901K |
| Q2 2026 | $19.9M |
| Q2 2026 | $840K |
| Q3 2026 | $21.2M |
| Q3 2026 | $295K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $295K | 5.7K | — | — |
| Q3 2026 | $21.2M | 420.1K | — | — |
| Q2 2026 | $840K | 16.1K | — | — |
| Q2 2026 | $19.9M | 394.3K | — | — |
| Q1 2026 | $901K | 17.3K | — | — |
| Q1 2026 | $22M | 435.3K | — | — |
| Q1 2026 | $491K | 10.7K | — | — |
| Q4 2025 | $928K | 17.7K | — | — |
| Q4 2025 | $18.3M | 362.3K | — | — |
| Q3 2025 | $651K | 12.4K | — | — |
| Q3 2025 | $759K | 14.5K | — | — |
| Q3 2025 | $18.7M | 369.3K | — | — |
| Q3 2025 | $26.9M | 530.1K | — | — |
| Q3 2025 | $365K | 5.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B