EXENCIAL WEALTH ADVISORS, LLC's ownership history for JPM

EXENCIAL WEALTH ADVISORS, LLC currently holds 60.7K shares with a market value of $17.9M. It started holding JPM on 2024-09-30. At its peak, it held 60.7K shares on 2026-03-31. Its highest holding value was $17.9M on 2026-03-31. At its lowest, it held 29.8K shares on 2025-06-30, with a value of $6.3M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 30.3K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 30.6K.