Rockbridge Investment Management, LCC's ownership history for JPM

Rockbridge Investment Management, LCC currently holds 1.9K shares with a market value of $557.1K. It started holding JPM on 2024-12-31. At its peak, it held 2.5K shares on 2025-03-31. Its highest holding value was $728.3K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-12-31, with a value of $440.6K on 2024-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 415. In the recent year, Rockbridge Investment Management, LCC has decreased its shares by 615.