Mattern Wealth Management LLC's ownership history for JPM

Mattern Wealth Management LLC currently holds 26.1K shares with a market value of $7.7M. It started holding JPM on 2024-09-30. At its peak, it held 28.5K shares on 2024-09-30. Its highest holding value was $8.3M on 2025-12-31. At its lowest, it held 25.4K shares on 2025-09-30, with a value of $6.0M on 2024-09-30. In the recent 180 days, Mattern Wealth Management LLC has increased its shares by 733. In the recent year, Mattern Wealth Management LLC has decreased its shares by 760.