Nelson Capital Management, LLC's ownership history for JPM

Nelson Capital Management, LLC currently holds 44.0K shares with a market value of $13.9M. It started holding JPM on 2024-09-30. At its peak, it held 44.0K shares on 2025-09-30. Its highest holding value was $13.9M on 2025-09-30. At its lowest, it held 41.7K shares on 2025-06-30, with a value of $9.3M on 2024-09-30. In the recent 180 days, Nelson Capital Management, LLC has increased its shares by 2.2K. In the recent year, Nelson Capital Management, LLC has increased its shares by 25.