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Keyes, Stange & Wooten Wealth Management, LLC → JPM-PM

Keyes, Stange & Wooten Wealth Management, LLC JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2M
Q4 2025$2M
Q1 2026$2M
Q2 2026$2.3M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M6.8K——
Q2 2026$2.3M7.0K——
Q1 2026$2M6.7K——
Q4 2025$2M6.2K——
Q3 2025$2M6.5K——

Other funds holding JPM-PM

Other Keyes, Stange & Wooten Wealth Management, LLC positions

CRDO

DIMENSIONAL ETF TRUST

$32.4M
CRDO

DIMENSIONAL ETF TRUST

$32.2M
VGES

VANGUARD BD INDEX FDS

$30.3M
CRDO

DIMENSIONAL ETF TRUST

$29.6M
CRDO

DIMENSIONAL ETF TRUST

$27.7M
CRDO

DIMENSIONAL ETF TRUST

$26.9M
RBBN

DIMENSIONAL ETF TRUST

$26.3M
RBBN

DIMENSIONAL ETF TRUST

$25.9M
Keyes, Stange & Wooten Wealth Management, LLC JPM-PM Holdings: 13F Position History | Track13F