Live Oak Private Wealth LLC's ownership history for JPM

Live Oak Private Wealth LLC currently holds 50.8K shares with a market value of $15.0M. It started holding JPM on 2024-09-30. At its peak, it held 53.2K shares on 2024-09-30. Its highest holding value was $16.5M on 2025-12-31. At its lowest, it held 50.8K shares on 2026-03-31, with a value of $11.2M on 2024-09-30. In the recent 180 days, Live Oak Private Wealth LLC has decreased its shares by 1.1K. In the recent year, Live Oak Private Wealth LLC has decreased its shares by 959.