Bogart Wealth, LLC's ownership history for JPM

Bogart Wealth, LLC currently holds 35.1K shares with a market value of $11.1M. It started holding JPM on 2024-09-30. At its peak, it held 38.3K shares on 2024-09-30. Its highest holding value was $11.1M on 2025-09-30. At its lowest, it held 34.9K shares on 2025-06-30, with a value of $8.1M on 2024-09-30. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 2.7K. In the recent year, Bogart Wealth, LLC has decreased its shares by 3.2K.