Marshall & Sterling Wealth Advisors Inc.'s ownership history for JPM

Marshall & Sterling Wealth Advisors Inc. currently holds 988 shares with a market value of $290.5K. It started holding JPM on 2024-12-31. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $369.9K on 2025-09-30. At its lowest, it held 983 shares on 2025-12-31, with a value of $244.8K on 2024-12-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 189. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 180.