Kaufman Rossin Wealth, LLC's ownership history for JPM

Kaufman Rossin Wealth, LLC currently holds 665 shares with a market value of $209.8K. It started holding JPM on 2025-03-31. At its peak, it held 988 shares on 2025-06-30. Its highest holding value was $286.4K on 2025-06-30. At its lowest, it held 665 shares on 2025-09-30, with a value of $209.8K on 2025-09-30. In the recent 180 days, Kaufman Rossin Wealth, LLC has decreased its shares by 244.