Portus Wealth Advisors, LLC's ownership history for JPM

Portus Wealth Advisors, LLC currently holds 4.8K shares with a market value of $1.4M. It started holding JPM on 2025-09-30. At its peak, it held 5.1K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 4.8K shares on 2026-03-31, with a value of $1.4M on 2026-03-31. In the recent 180 days, Portus Wealth Advisors, LLC has decreased its shares by 166.