Copia Wealth Management's ownership history for JPM

Copia Wealth Management currently holds 566 shares with a market value of $166.5K. It started holding JPM on 2024-12-31. At its peak, it held 568 shares on 2025-09-30. Its highest holding value was $183.0K on 2025-12-31. At its lowest, it held 334 shares on 2024-12-31, with a value of $80.1K on 2024-12-31. In the recent 180 days, Copia Wealth Management has decreased its shares by 2. In the recent year, Copia Wealth Management has increased its shares by 232.