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EdgeRock Capital LLC → JPM-PM

EdgeRock Capital LLC JPM-PM Position History

JPM-PM

Quarters held
11
Latest value
$386K
Q3 2026
Peak value
$32.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q4 2025$21.4M
Q1 2026$1.3M
Q1 2026$27.5M
Q1 2026$262K
Q2 2026$1.6M
Q2 2026$31.2M
Q2 2026$250K
Q3 2026$1.7M
Q3 2026$32.8M
Q3 2026$386K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$386K4.1K——
Q3 2026$32.8M399.4K——
Q3 2026$1.7M5.3K——
Q2 2026$250K2.7K——
Q2 2026$31.2M378.7K——
Q2 2026$1.6M4.9K——
Q1 2026$262K3.1K——
Q1 2026$27.5M362.5K——
Q1 2026$1.3M4.3K——
Q4 2025$21.4M285.2K——
Q4 2025$1.4M4.5K——

Other funds holding JPM-PM

Other EdgeRock Capital LLC positions

FIS

FIDELITY COVINGTON TRUST

$90M
FIS

FIDELITY COVINGTON TRUST

$83M
FIS

FIDELITY COVINGTON TRUST

$75.1M
FIS

FIDELITY COVINGTON TRUST

$69.7M
ETHA

INVESCO EXCH TRADED FD TR II

$49M
ETHA

INVESCO EXCH TRADED FD TR II

$46.9M
ETHA

INVESCO EXCH TRADED FD TR II

$39.1M
ETHA

INVESCO EXCH TRADED FD TR II

$36.2M
EdgeRock Capital LLC JPM-PM Holdings: 13F Position History | Track13F