Burt Wealth Advisors's ownership history for JPM

Burt Wealth Advisors currently holds 5.5K shares with a market value of $1.7M. It started holding JPM on 2024-09-30. At its peak, it held 5.6K shares on 2025-03-31. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 5.3K shares on 2024-12-31, with a value of $1.1M on 2024-09-30. In the recent 180 days, Burt Wealth Advisors has decreased its shares by 64. In the recent year, Burt Wealth Advisors has increased its shares by 58.