CONFLUENCE INVESTMENT MANAGEMENT LLC's ownership history for JPM

CONFLUENCE INVESTMENT MANAGEMENT LLC currently holds 685 shares with a market value of $201.5K. It started holding JPM on 2024-12-31. At its peak, it held 852 shares on 2024-12-31. Its highest holding value was $220.7K on 2025-12-31. At its lowest, it held 685 shares on 2025-09-30, with a value of $201.5K on 2026-03-31. In the recent 180 days, CONFLUENCE INVESTMENT MANAGEMENT LLC has increased its shares by 0. In the recent year, CONFLUENCE INVESTMENT MANAGEMENT LLC has decreased its shares by 164.