Forum Financial Management, LP's ownership history for JPM

Forum Financial Management, LP currently holds 84.2K shares with a market value of $26.5M. It started holding JPM on 2024-09-30. At its peak, it held 84.2K shares on 2025-09-30. Its highest holding value was $26.5M on 2025-09-30. At its lowest, it held 80.2K shares on 2024-09-30, with a value of $16.9M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has increased its shares by 3.8K. In the recent year, Forum Financial Management, LP has increased its shares by 4.0K.