Phoenix Wealth Advisors's ownership history for JPM

Phoenix Wealth Advisors currently holds 13.8K shares with a market value of $4.1M. It started holding JPM on 2024-09-30. At its peak, it held 17.4K shares on 2024-09-30. Its highest holding value was $4.6M on 2025-12-31. At its lowest, it held 13.8K shares on 2026-03-31, with a value of $3.7M on 2024-09-30. In the recent 180 days, Phoenix Wealth Advisors has decreased its shares by 396. In the recent year, Phoenix Wealth Advisors has decreased its shares by 1.3K.