Monument Group Wealth Advisors, LLC's ownership history for JPM

Monument Group Wealth Advisors, LLC currently holds 779 shares with a market value of $251.0K. It started holding JPM on 2024-09-30. At its peak, it held 1.6K shares on 2025-06-30. Its highest holding value was $476.6K on 2025-06-30. At its lowest, it held 779 shares on 2025-09-30, with a value of $245.7K on 2025-09-30. In the recent 180 days, Monument Group Wealth Advisors, LLC has decreased its shares by 865. In the recent year, Monument Group Wealth Advisors, LLC has decreased its shares by 721.