Cassaday & Co Wealth Management LLC's ownership history for JPM

Cassaday & Co Wealth Management LLC currently holds 19.6K shares with a market value of $5.8M. It started holding JPM on 2024-09-30. At its peak, it held 22.2K shares on 2025-09-30. Its highest holding value was $7.0M on 2025-09-30. At its lowest, it held 19.6K shares on 2026-03-31, with a value of $4.3M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 2.7K. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 2.2K.