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IRONWOOD WEALTH MANAGEMENT, INC. → JPM-PM

IRONWOOD WEALTH MANAGEMENT, INC. JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$24.8M
Q3 2026
Peak value
$24.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$23.5M
Q1 2026$23.5M
Q2 2026$24.9M
Q3 2026$24.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.8M493.2K——
Q2 2026$24.9M493.0K——
Q1 2026$23.5M466.3K——
Q4 2025$23.5M464.5K——

Other funds holding JPM-PM

Other IRONWOOD WEALTH MANAGEMENT, INC. positions

VVR

INVESCO EXCH TRADED FD TR II

$26M
VVR

INVESCO EXCH TRADED FD TR II

$25.8M
VVR

INVESCO EXCH TRADED FD TR II

$24.5M
VVR

INVESCO EXCH TRADED FD TR II

$24.1M
OKE

PGIM ETF TR

$21.8M
OKE

PGIM ETF TR

$21.7M
ETHA

ISHARES TR

$21.5M
ETHA

ISHARES TR

$21.5M