Modern Wealth Management, LLC's ownership history for JPM

Modern Wealth Management, LLC currently holds 155.9K shares with a market value of $49.2M. It started holding JPM on 2024-09-30. At its peak, it held 156.8K shares on 2024-12-31. Its highest holding value was $49.2M on 2025-09-30. At its lowest, it held 27.4K shares on 2024-09-30, with a value of $5.8M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 971. In the recent year, Modern Wealth Management, LLC has increased its shares by 128.5K.