IBEX WEALTH ADVISORS's ownership history for JPM

IBEX WEALTH ADVISORS currently holds 25.2K shares with a market value of $7.4M. It started holding JPM on 2024-12-31. At its peak, it held 25.3K shares on 2025-03-31. Its highest holding value was $8.0M on 2025-12-31. At its lowest, it held 8.2K shares on 2025-06-30, with a value of $2.4M on 2025-06-30. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 16.5K. In the recent year, IBEX WEALTH ADVISORS has decreased its shares by 66.