Back to JPM-PM
RKL Wealth Management LLC → JPM-PM
RKL Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$16.6M
Q3 2026
Peak value
$16.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q4 2025 | $8.1M |
| Q1 2026 | $14.7M |
| Q2 2026 | $16.3M |
| Q3 2026 | $16.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.6M | 50.3K | — | — |
| Q2 2026 | $16.3M | 49.7K | — | — |
| Q1 2026 | $14.7M | 49.9K | — | — |
| Q4 2025 | $8.1M | 25.1K | — | — |
| Q3 2025 | $7.7M | 24.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B