Summit Financial Strategies, Inc.'s ownership history for JPM

Summit Financial Strategies, Inc. currently holds 10.6K shares with a market value of $3.1M. It started holding JPM on 2024-09-30. At its peak, it held 10.8K shares on 2025-12-31. Its highest holding value was $3.5M on 2025-12-31. At its lowest, it held 10.2K shares on 2025-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 389. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 229.