SAX WEALTH ADVISORS, LLC's ownership history for JPM

SAX WEALTH ADVISORS, LLC currently holds 24.0K shares with a market value of $7.7M. It started holding JPM on 2024-09-30. At its peak, it held 24.0K shares on 2025-12-31. Its highest holding value was $7.7M on 2025-12-31. At its lowest, it held 13.5K shares on 2024-09-30, with a value of $2.8M on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 3.3K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 7.7K.