MAI Capital Management's ownership history for JPM

MAI Capital Management currently holds 471.2K shares with a market value of $138.6M. It started holding JPM on 2024-09-30. At its peak, it held 471.2K shares on 2026-03-31. Its highest holding value was $149.5M on 2025-12-31. At its lowest, it held 338.5K shares on 2024-09-30, with a value of $71.4M on 2024-09-30. In the recent 180 days, MAI Capital Management has increased its shares by 23.7K. In the recent year, MAI Capital Management has increased its shares by 43.3K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $58.8K on 2024-12-31. At its peak, it held 10 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $315.4K on 2025-09-30. At its lowest, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $58.8K on 2026-03-31. In the recent 180 days, MAI Capital Management has decreased its holdings by 8 contracts. In the recent year, MAI Capital Management has decreased its holdings by 8 contracts.