Evanson Asset Management, LLC's ownership history for JPM

Evanson Asset Management, LLC currently holds 4.7K shares with a market value of $1.5M. It started holding JPM on 2024-09-30. At its peak, it held 5.7K shares on 2025-06-30. Its highest holding value was $1.6M on 2025-06-30. At its lowest, it held 4.4K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Evanson Asset Management, LLC has decreased its shares by 962. In the recent year, Evanson Asset Management, LLC has decreased its shares by 730.