Clearstead Advisors, LLC's ownership history for JPM

Clearstead Advisors, LLC currently holds 256.9K shares with a market value of $81.0M. It started holding JPM on 2024-09-30. At its peak, it held 264.2K shares on 2025-06-30. Its highest holding value was $81.0M on 2025-09-30. At its lowest, it held 250.4K shares on 2024-09-30, with a value of $52.8M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 4.1K. In the recent year, Clearstead Advisors, LLC has increased its shares by 6.5K.