Whipplewood Advisors, LLC's ownership history for JPM

Whipplewood Advisors, LLC currently holds 603 shares with a market value of $177.4K. It started holding JPM on 2024-12-31. At its peak, it held 9.5K shares on 2025-03-31. Its highest holding value was $393.4K on 2025-06-30. At its lowest, it held 88 shares on 2025-12-31, with a value of $28.4K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 754. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 742.