Smallwood Wealth Investment Management, LLC's ownership history for JPM

Smallwood Wealth Investment Management, LLC currently holds 2.0K shares with a market value of $629.0K. It started holding JPM on 2024-09-30. At its peak, it held 2.0K shares on 2025-09-30. Its highest holding value was $629.0K on 2025-09-30. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $414.8K on 2024-09-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 27. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 27.