Williams Jones Wealth Management, LLC.'s ownership history for JPM

Williams Jones Wealth Management, LLC. currently holds 580.9K shares with a market value of $170.9M. It started holding JPM on 2024-12-31. At its peak, it held 580.9K shares on 2026-03-31. Its highest holding value was $183.6M on 2025-12-31. At its lowest, it held 569.7K shares on 2025-12-31, with a value of $137.8M on 2024-12-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has increased its shares by 11.1K. In the recent year, Williams Jones Wealth Management, LLC. has increased its shares by 2.4K.