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Resonant Capital Advisors, LLC → JPM-PM

Resonant Capital Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
30
Latest value
$13.8M
Q3 2026
Peak value
$93.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.1M
Q3 2025$10.2M
Q3 2025$4M
Q3 2025$72.5M
Q3 2025$10.1M
Q4 2025$11.3M
Q4 2025$10.6M
Q4 2025$4.1M
Q4 2025$73.1M
Q4 2025$23.4M
Q1 2026$10.6M
Q1 2026$25M
Q1 2026$3M
Q1 2026$3.9M
Q1 2026$87.6M
Q1 2026$13.8M
Q2 2026$11.7M
Q2 2026$25.9M
Q2 2026$2M
Q2 2026$4M
Q2 2026$93.9M
Q2 2026$1.6M
Q2 2026$13.8M
Q3 2026$12.1M
Q3 2026$27.3M
Q3 2026$986K
Q3 2026$13.7M
Q3 2026$67.7M
Q3 2026$1.7M
Q3 2026$13.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.8M273.3K——
Q3 2026$1.7M22.8K——
Q3 2026$67.7M1.34M——
Q3 2026$13.7M288.0K——
Q3 2026$986K17.5K——
Q3 2026$27.3M607.9K——
Q3 2026$12.1M36.7K——
Q2 2026$13.8M273.2K——
Q2 2026$1.6M22.8K——
Q2 2026$93.9M1.84M——
Q2 2026$4M78.2K——
Q2 2026$2M35.6K——
Q2 2026$25.9M563.0K——
Q2 2026$11.7M35.9K——
Q1 2026$13.8M272.9K——
Q1 2026$87.6M1.72M——
Q1 2026$3.9M78.2K——
Q1 2026$3M52.3K——
Q1 2026$25M542.4K——
Q1 2026$10.6M36.0K——
Q4 2025$23.4M460.7K——
Q4 2025$73.1M1.43M——
Q4 2025$4.1M80.4K——
Q4 2025$10.6M183.6K——
Q4 2025$11.3M35.0K——
Q3 2025$10.1M198.4K——
Q3 2025$72.5M1.42M——
Q3 2025$4M79.0K——
Q3 2025$10.2M178.7K——
Q3 2025$11.1M35.2K——

Other funds holding JPM-PM

Other Resonant Capital Advisors, LLC positions

ETHA

ISHARES TR

$180M
ETHA

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$176.6M
ETHA

ISHARES TR

$158.1M
ETHA

ISHARES TR

$143M
ETHA

ISHARES TR

$135.8M
ETHA

ISHARES U S ETF TR

$90.9M
ETHA

ISHARES U S ETF TR

$83.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$74.8M