Invera Wealth Advisors, LLC's ownership history for JPM

Invera Wealth Advisors, LLC currently holds 16.9K shares with a market value of $5.3M. It started holding JPM on 2024-09-30. At its peak, it held 25.9K shares on 2024-09-30. Its highest holding value was $6.5M on 2024-12-31. At its lowest, it held 16.9K shares on 2025-09-30, with a value of $4.5M on 2025-03-31. In the recent 180 days, Invera Wealth Advisors, LLC has decreased its shares by 1.5K. In the recent year, Invera Wealth Advisors, LLC has decreased its shares by 9.1K.