Navis Wealth Advisors, LLC's ownership history for JPM
Navis Wealth Advisors, LLC currently holds 6.1K shares with a market value of $1.9M. It started holding JPM on 2024-09-30. At its peak, it held 6.1K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 2.4K shares on 2024-12-31, with a value of $525.8K on 2024-09-30. In the recent 180 days, Navis Wealth Advisors, LLC has increased its shares by 1.5K. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 3.6K.
Navis Wealth Advisors, LLC's ownership history for JPM