Modera Wealth Management, LLC's ownership history for JPM

Modera Wealth Management, LLC currently holds 222.2K shares with a market value of $70.1M. It started holding JPM on 2024-09-30. At its peak, it held 235.8K shares on 2024-09-30. Its highest holding value was $70.1M on 2025-09-30. At its lowest, it held 222.2K shares on 2025-09-30, with a value of $49.7M on 2024-09-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 6.9K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 13.6K.