Back to JPM-PM
ROI Financial Advisors, LLC → JPM-PM
ROI Financial Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.3M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 11.3K | — | — |
| Q2 2026 | $3.6M | 11.1K | — | — |
| Q1 2026 | $3.2M | 10.9K | — | — |
| Q4 2025 | $3.3M | 10.3K | — | — |
| Q3 2025 | $3.2M | 10.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B