Concentrum Wealth Management's ownership history for JPM

Concentrum Wealth Management currently holds 1.3K shares with a market value of $413.4K. It started holding JPM on 2024-12-31. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $413.4K on 2025-12-31. At its lowest, it held 940 shares on 2024-12-31, with a value of $225.3K on 2024-12-31. In the recent 180 days, Concentrum Wealth Management has increased its shares by 114. In the recent year, Concentrum Wealth Management has increased its shares by 343.