Clearstead Advisors, LLC's ownership history for JPM

Clearstead Advisors, LLC currently holds 289.9K shares with a market value of $85.3M. It started holding JPM on 2024-09-30. At its peak, it held 289.9K shares on 2026-03-31. Its highest holding value was $85.3M on 2026-03-31. At its lowest, it held 250.4K shares on 2024-09-30, with a value of $52.8M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 33.0K. In the recent year, Clearstead Advisors, LLC has increased its shares by 37.2K.