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

Summit Financial Strategies, Inc. currently holds 10.2K shares with a market value of $3.2M. It started holding JPM on 2024-09-30. At its peak, it held 10.7K shares on 2024-09-30. Its highest holding value was $3.2M on 2025-09-30. 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 decreased its shares by 160. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 523.