Back to JPM-PM
Rockline Wealth Management, LLC → JPM-PM
Rockline Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$10.8M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.8M |
| Q4 2025 | $11.3M |
| Q1 2026 | $10.1M |
| Q2 2026 | $10.9M |
| Q3 2026 | $10.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.8M | 32.5K | — | — |
| Q2 2026 | $10.9M | 33.2K | — | — |
| Q1 2026 | $10.1M | 34.4K | — | — |
| Q4 2025 | $11.3M | 35.2K | — | — |
| Q3 2025 | $10.8M | 34.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B