Stone Summit Wealth LLC's ownership history for JPM

Stone Summit Wealth LLC currently holds 31.0K shares with a market value of $9.8M. It started holding JPM on 2024-09-30. At its peak, it held 32.2K shares on 2024-09-30. Its highest holding value was $9.8M on 2025-09-30. At its lowest, it held 30.4K shares on 2025-06-30, with a value of $6.8M on 2024-09-30. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 236. In the recent year, Stone Summit Wealth LLC has decreased its shares by 1.2K.