Smith Salley Wealth Management's ownership history for JPM

Smith Salley Wealth Management currently holds 169.1K shares with a market value of $53.3M. It started holding JPM on 2024-09-30. At its peak, it held 188.3K shares on 2024-12-31. Its highest holding value was $53.3M on 2025-09-30. At its lowest, it held 165.5K shares on 2025-03-31, with a value of $39.4M on 2024-09-30. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 3.6K. In the recent year, Smith Salley Wealth Management has decreased its shares by 17.8K.