Back to JPM-PM
ROBINSON SMITH WEALTH ADVISORS LLC → JPM-PM
ROBINSON SMITH WEALTH ADVISORS LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$2.8M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $946K |
| Q3 2025 | $3.9M |
| Q4 2025 | $734K |
| Q4 2025 | $3.8M |
| Q1 2026 | $670K |
| Q1 2026 | $3.5M |
| Q2 2026 | $549K |
| Q2 2026 | $2.9M |
| Q3 2026 | $562K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 55.9K | — | — |
| Q3 2026 | $562K | 1.7K | — | — |
| Q2 2026 | $2.9M | 57.5K | — | — |
| Q2 2026 | $549K | 1.7K | — | — |
| Q1 2026 | $3.5M | 68.9K | — | — |
| Q1 2026 | $670K | 2.3K | — | — |
| Q4 2025 | $3.8M | 75.2K | — | — |
| Q4 2025 | $734K | 2.3K | — | — |
| Q3 2025 | $3.9M | 77.1K | — | — |
| Q3 2025 | $946K | 3.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B