Occidental Asset Management, LLC's ownership history for JPM

Occidental Asset Management, LLC currently holds 33.3K shares with a market value of $9.8M. It started holding JPM on 2024-09-30. At its peak, it held 33.3K shares on 2026-03-31. Its highest holding value was $10.6M on 2025-12-31. At its lowest, it held 23.2K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 2.6K. In the recent year, Occidental Asset Management, LLC has increased its shares by 7.1K.