Back to JPM-PM
Rolek Wealth Management LLC → JPM-PM
Rolek Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$424K
Q3 2026
Peak value
$432K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $432K |
| Q1 2026 | $427K |
| Q2 2026 | $426K |
| Q3 2026 | $424K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $424K | 7.5K | — | — |
| Q2 2026 | $426K | 7.5K | — | — |
| Q1 2026 | $427K | 7.5K | — | — |
| Q4 2025 | $432K | 7.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B