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Shotwell Rutter Baer Inc → JPM-PM

Shotwell Rutter Baer Inc JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$4.6M
Q2 2026$5.1M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M104.2K——
Q2 2026$5.1M101.2K——
Q1 2026$4.6M92.0K——
Q4 2025$2.8M55.5K——

Other funds holding JPM-PM

Other Shotwell Rutter Baer Inc positions

VGES

VANGUARD INDEX FDS

$27.8M
VGES

VANGUARD INDEX FDS

$27.7M
VGES

VANGUARD INDEX FDS

$24.3M
VGES

VANGUARD INDEX FDS

$24.2M
VGES

VANGUARD SCOTTSDALE FDS

$14.1M
VGES

VANGUARD SCOTTSDALE FDS

$14M
VGES

VANGUARD SCOTTSDALE FDS

$13.8M
VGES

VANGUARD SCOTTSDALE FDS

$13.4M