Kellett Wealth Advisors, LLC's ownership history for JPM

Kellett Wealth Advisors, LLC currently holds 2.2K shares with a market value of $701.5K. It started holding JPM on 2024-09-30. At its peak, it held 2.2K shares on 2025-09-30. Its highest holding value was $701.5K on 2025-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $300.3K on 2024-09-30. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 588. In the recent year, Kellett Wealth Advisors, LLC has increased its shares by 800.