Beta Wealth Group, Inc.'s ownership history for JPM

Beta Wealth Group, Inc. currently holds 689 shares with a market value of $217.5K. It started holding JPM on 2025-03-31. At its peak, it held 919 shares on 2025-03-31. Its highest holding value was $225.5K on 2025-03-31. At its lowest, it held 689 shares on 2025-09-30, with a value of $200.5K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 230.