Strategic Wealth Investment Group, LLC's ownership history for JPM


Strategic Wealth Investment Group, LLC currently holds 70.8K shares with a market value of $20.8M. It started holding JPM on 2024-09-30. At its peak, it held 101.6K shares on 2024-09-30. Its highest holding value was $31.7M on 2025-09-30. At its lowest, it held 6.0K shares on 2025-03-31, with a value of $655.3K on 2024-12-31. In the recent 180 days, Strategic Wealth Investment Group, LLC has decreased its shares by 29.7K. In the recent year, Strategic Wealth Investment Group, LLC has increased its shares by 64.7K.


Strategic Wealth Investment Group, LLC's ownership history for JPM