Geometric Wealth Advisors's ownership history for JPM

Geometric Wealth Advisors currently holds 1.3K shares with a market value of $399.3K. It started holding JPM on 2024-09-30. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $399.3K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $243.1K on 2024-09-30. In the recent 180 days, Geometric Wealth Advisors has increased its shares by 45. In the recent year, Geometric Wealth Advisors has increased its shares by 113.