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Roberts Wealth Advisors, LLC → JPM-PM
Roberts Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$33.5M
Q3 2026
Peak value
$33.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q3 2025 | $24.9M |
| Q4 2025 | $7.4M |
| Q4 2025 | $29.5M |
| Q1 2026 | $7.2M |
| Q1 2026 | $219K |
| Q1 2026 | $32.3M |
| Q2 2026 | $7.9M |
| Q2 2026 | $273K |
| Q2 2026 | $225K |
| Q2 2026 | $33.3M |
| Q3 2026 | $8M |
| Q3 2026 | $311K |
| Q3 2026 | $287K |
| Q3 2026 | $33.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.5M | 666.0K | — | — |
| Q3 2026 | $287K | 5.7K | — | — |
| Q3 2026 | $311K | 6.5K | — | — |
| Q3 2026 | $8M | 24.1K | — | — |
| Q2 2026 | $33.3M | 658.7K | — | — |
| Q2 2026 | $225K | 4.4K | — | — |
| Q2 2026 | $273K | 5.4K | — | — |
| Q2 2026 | $7.9M | 24.2K | — | — |
| Q1 2026 | $32.3M | 637.5K | — | — |
| Q1 2026 | $219K | 4.4K | — | — |
| Q1 2026 | $7.2M | 24.5K | — | — |
| Q4 2025 | $29.5M | 582.2K | — | — |
| Q4 2025 | $7.4M | 23.1K | — | — |
| Q3 2025 | $24.9M | 491.4K | — | — |
| Q3 2025 | $7.7M | 24.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B