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JP Wealth Management, Inc. → TSI
JP Wealth Management, Inc. TSI Position History
TCW Strategic Income Fund, Inc.
Quarters held
5
Latest value
$20M
Q3 2026
Peak value
$20.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.8M |
| Q4 2025 | $16M |
| Q1 2026 | $20.1M |
| Q2 2026 | $20.3M |
| Q3 2026 | $20M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20M | 4.65M | — | — |
| Q2 2026 | $20.3M | 4.49M | — | — |
| Q1 2026 | $20.1M | 4.48M | — | — |
| Q4 2025 | $16M | 3.24M | — | — |
| Q3 2025 | $14.8M | 3.01M | — | — |