Waverly Advisors, LLC's ownership history for JPM

Waverly Advisors, LLC currently holds 227.9K shares with a market value of $71.9M. It started holding JPM on 2024-12-31. At its peak, it held 227.9K shares on 2025-09-30. Its highest holding value was $71.9M on 2025-09-30. At its lowest, it held 160.3K shares on 2024-12-31, with a value of $38.4M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 9.6K.