Institute for Wealth Management, LLC.'s ownership history for JPM

Institute for Wealth Management, LLC. currently holds 15.7K shares with a market value of $4.6M. It started holding JPM on 2024-09-30. At its peak, it held 16.3K shares on 2024-09-30. Its highest holding value was $5.1M on 2025-09-30. At its lowest, it held 15.7K shares on 2025-12-31, with a value of $3.4M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 337. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 194.