Xcel Wealth Management, LLC's ownership history for JPM

Xcel Wealth Management, LLC currently holds 42.8K shares with a market value of $13.5M. It started holding JPM on 2024-09-30. At its peak, it held 53.2K shares on 2024-09-30. Its highest holding value was $13.5M on 2025-09-30. At its lowest, it held 42.8K shares on 2025-09-30, with a value of $10.6M on 2025-03-31. In the recent 180 days, Xcel Wealth Management, LLC has decreased its shares by 550. In the recent year, Xcel Wealth Management, LLC has decreased its shares by 10.4K.