Principia Wealth Advisory, LLC's ownership history for JPM

Principia Wealth Advisory, LLC currently holds 897 shares with a market value of $289.0K. It started holding JPM on 2024-12-31. At its peak, it held 897 shares on 2025-12-31. Its highest holding value was $289.0K on 2025-12-31. At its lowest, it held 826 shares on 2024-12-31, with a value of $195.2K on 2025-03-31. In the recent 180 days, Principia Wealth Advisory, LLC has increased its shares by 32. In the recent year, Principia Wealth Advisory, LLC has increased its shares by 71.