Morton Capital Management LLC/CA's ownership history for JPM

Morton Capital Management LLC/CA currently holds 10.8K shares with a market value of $3.2M. It started holding JPM on 2024-09-30. At its peak, it held 12.7K shares on 2025-06-30. Its highest holding value was $3.7M on 2025-09-30. At its lowest, it held 10.8K shares on 2026-03-31, with a value of $2.4M on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 964. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 851.