Simplicity Wealth,LLC's ownership history for JPM

Simplicity Wealth,LLC currently holds 34.7K shares with a market value of $10.9M. It started holding JPM on 2024-09-30. At its peak, it held 52.6K shares on 2025-06-30. Its highest holding value was $15.2M on 2025-06-30. At its lowest, it held 16.7K shares on 2024-12-31, with a value of $4.0M on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 4.9K. In the recent year, Simplicity Wealth,LLC has increased its shares by 4.0K.