UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for JPM

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 370.8K shares with a market value of $109.1M. It started holding JPM on 2024-09-30. At its peak, it held 382.1K shares on 2024-09-30. Its highest holding value was $121.2M on 2025-12-31. At its lowest, it held 357.0K shares on 2025-09-30, with a value of $80.6M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 13.8K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 382.