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REBALANCE, LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$490K
Q3 2026
Peak value
$10.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.9M |
| Q4 2025 | $575K |
| Q1 2026 | $5.7M |
| Q1 2026 | $363K |
| Q1 2026 | $497K |
| Q2 2026 | $6.6M |
| Q2 2026 | $424K |
| Q2 2026 | $510K |
| Q3 2026 | $10.8M |
| Q3 2026 | $436K |
| Q3 2026 | $490K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $490K | 8.7K | — | — |
| Q3 2026 | $436K | 1.3K | — | — |
| Q3 2026 | $10.8M | 471.6K | — | — |
| Q2 2026 | $510K | 9.0K | — | — |
| Q2 2026 | $424K | 1.3K | — | — |
| Q2 2026 | $6.6M | 288.9K | — | — |
| Q1 2026 | $497K | 8.8K | — | — |
| Q1 2026 | $363K | 1.2K | — | — |
| Q1 2026 | $5.7M | 249.7K | — | — |
| Q4 2025 | $575K | 1.8K | — | — |
| Q4 2025 | $5.9M | 258.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
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