Montz Harcus Wealth Management LLC's ownership history for JPM

Montz Harcus Wealth Management LLC currently holds 11.3K shares with a market value of $3.6M. It started holding JPM on 2024-09-30. At its peak, it held 11.3K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 8.5K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Montz Harcus Wealth Management LLC has increased its shares by 939. In the recent year, Montz Harcus Wealth Management LLC has increased its shares by 2.9K.