Payne Capital Management, LLC's ownership history for JPM

Payne Capital Management, LLC currently holds 2.8K shares with a market value of $809.7K. It started holding JPM on 2024-12-31. At its peak, it held 3.2K shares on 2024-12-31. Its highest holding value was $931.4K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-12-31, with a value of $687.3K on 2025-03-31. In the recent 180 days, Payne Capital Management, LLC has decreased its shares by 200. In the recent year, Payne Capital Management, LLC has decreased its shares by 49.