Modern Wealth Management, LLC's ownership history for JCPB

Modern Wealth Management, LLC currently holds 1.4M shares with a market value of $64.5M. It started holding JCPB on 2024-12-31. At its peak, it held 1.4M shares on 2025-09-30. Its highest holding value was $64.5M on 2025-09-30. At its lowest, it held 163.1K shares on 2024-12-31, with a value of $7.6M on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 1.2M.