Regent Peak Wealth Advisors LLC's ownership history for JPM

Regent Peak Wealth Advisors LLC currently holds 7.4K shares with a market value of $2.4M. It started holding JPM on 2024-09-30. At its peak, it held 7.4K shares on 2025-09-30. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 6.4K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, Regent Peak Wealth Advisors LLC has increased its shares by 808. In the recent year, Regent Peak Wealth Advisors LLC has increased its shares by 982.