Covenant Asset Management, LLC's ownership history for JPM

Covenant Asset Management, LLC currently holds 25.9K shares with a market value of $7.6M. It started holding JPM on 2024-09-30. At its peak, it held 29.2K shares on 2024-09-30. Its highest holding value was $8.4M on 2025-12-31. At its lowest, it held 25.9K shares on 2026-03-31, with a value of $6.2M on 2024-09-30. In the recent 180 days, Covenant Asset Management, LLC has decreased its shares by 532. In the recent year, Covenant Asset Management, LLC has decreased its shares by 224.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $588.3K on 2024-09-30. At its peak, it held 20 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $644.4K on 2025-12-31. At its lowest, it held 20 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $421.7K on 2024-09-30. In the recent 180 days, Covenant Asset Management, LLC has increased its holdings by 0 contracts. In the recent year, Covenant Asset Management, LLC has increased its holdings by 0 contracts.