Back to JPM-PM
RHODES INVESTMENT ADVISORS INC /ADV → JPM-PM
RHODES INVESTMENT ADVISORS INC /ADV JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$642K
Q3 2026
Peak value
$4.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $327K |
| Q1 2026 | $3.4M |
| Q1 2026 | $339K |
| Q2 2026 | $3.7M |
| Q2 2026 | $406K |
| Q3 2026 | $3.7M |
| Q3 2026 | $642K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $642K | 10.5K | — | — |
| Q3 2026 | $3.7M | 11.3K | — | — |
| Q2 2026 | $406K | 6.6K | — | — |
| Q2 2026 | $3.7M | 11.4K | — | — |
| Q1 2026 | $339K | 6.1K | — | — |
| Q1 2026 | $3.4M | 11.6K | — | — |
| Q4 2025 | $327K | 5.6K | — | — |
| Q4 2025 | $4.2M | 13.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B