Back to JPM-PM

RATIONAL ADVISORS, INC. → JPM-PM

RATIONAL ADVISORS, INC. JPM-PM Position History

JPM-PM

Quarters held
10
Latest value
$27.7M
Q3 2026
Peak value
$30.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q3 2025$29M
Q4 2025$1.8M
Q4 2025$27.4M
Q1 2026$2.3M
Q1 2026$30.3M
Q2 2026$1.7M
Q2 2026$28.2M
Q3 2026$1.8M
Q3 2026$27.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$27.7M492.4K——
Q3 2026$1.8M5.4K——
Q2 2026$28.2M499.4K——
Q2 2026$1.7M5.2K——
Q1 2026$30.3M534.0K——
Q1 2026$2.3M7.8K——
Q4 2025$27.4M479.5K——
Q4 2025$1.8M5.5K——
Q3 2025$29M507.3K——
Q3 2025$1.2M3.8K——

Other funds holding JPM-PM

Other RATIONAL ADVISORS, INC. positions

STT-PG

SPDR SERIES TRUST

$75.9M
VGES

VANGUARD BD INDEX FDS

$75.9M
ETHA

ISHARES TR

$75.8M
ETHA

ISHARES TR

$72.8M
VGES

VANGUARD BD INDEX FDS

$72.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$72.7M
VGES

VANGUARD BD INDEX FDS

$71.9M
VGES

VANGUARD BD INDEX FDS

$71.9M