Circle Wealth Management, LLC's ownership history for JPM

Circle Wealth Management, LLC currently holds 73.8K shares with a market value of $23.3M. It started holding JPM on 2024-09-30. At its peak, it held 75.2K shares on 2024-09-30. Its highest holding value was $23.3M on 2025-09-30. At its lowest, it held 73.0K shares on 2025-06-30, with a value of $15.8M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 309. In the recent year, Circle Wealth Management, LLC has decreased its shares by 1.4K.