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Rise Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $3.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $3.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 66.2K | — | — |
| Q3 2026 | $1.3M | 4.0K | — | — |
| Q2 2026 | $3.3M | 65.4K | — | — |
| Q2 2026 | $1.2M | 3.8K | — | — |
| Q1 2026 | $3.1M | 61.8K | — | — |
| Q1 2026 | $1.1M | 3.6K | — | — |
| Q4 2025 | $3.1M | 61.5K | — | — |
| Q4 2025 | $1.2M | 3.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Rise Advisors, LLC positions
VGES
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VGES
$52.5MVANGUARD GROWTH ETF
VGES
$49.5MVANGUARD GROWTH ETF
VGES
$46.2MVANGUARD GROWTH ETF
FPF
$39.8MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
FPF
$39.3MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
FPF
$32.5MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
VGES
$30.8MVANGUARD VALUE ETF