Stack Financial Management, Inc's ownership history for JPM

Stack Financial Management, Inc currently holds 1.0K shares with a market value of $330.0K. It started holding JPM on 2024-09-30. At its peak, it held 1.1K shares on 2025-03-31. Its highest holding value was $330.0K on 2025-09-30. At its lowest, it held 971 shares on 2024-09-30, with a value of $204.8K on 2024-09-30. In the recent 180 days, Stack Financial Management, Inc has decreased its shares by 45. In the recent year, Stack Financial Management, Inc has increased its shares by 75.