Lodestone Wealth Management LLC's ownership history for JPM

Lodestone Wealth Management LLC currently holds 14.3K shares with a market value of $4.6M. It started holding JPM on 2024-09-30. At its peak, it held 21.6K shares on 2024-09-30. Its highest holding value was $4.7M on 2025-09-30. At its lowest, it held 14.3K shares on 2025-12-31, with a value of $4.3M on 2025-06-30. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 620. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 5.1K.