Back to JPM-PM
Rooted Wealth Advisors, Inc. → JPM-PM
Rooted Wealth Advisors, Inc. JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$3.3M
Q3 2026
Peak value
$13.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $13.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $10.5M |
| Q1 2026 | $985K |
| Q1 2026 | $3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $11.1M |
| Q2 2026 | $986K |
| Q2 2026 | $3.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $11.1M |
| Q3 2026 | $986K |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 53.5K | — | — |
| Q3 2026 | $986K | 19.3K | — | — |
| Q3 2026 | $11.1M | 195.7K | — | — |
| Q3 2026 | $1.2M | 3.7K | — | — |
| Q2 2026 | $3.3M | 53.5K | — | — |
| Q2 2026 | $986K | 19.3K | — | — |
| Q2 2026 | $11.1M | 195.7K | — | — |
| Q2 2026 | $1.2M | 3.7K | — | — |
| Q1 2026 | $3M | 51.5K | — | — |
| Q1 2026 | $985K | 19.3K | — | — |
| Q1 2026 | $10.5M | 181.4K | — | — |
| Q1 2026 | $1.2M | 3.7K | — | — |
| Q4 2025 | $4M | 68.7K | — | — |
| Q4 2025 | $1.1M | 20.9K | — | — |
| Q4 2025 | $13.3M | 226.4K | — | — |
| Q4 2025 | $1.1M | 3.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B