Trace Wealth Advisors, LLC's ownership history for JPM

Trace Wealth Advisors, LLC currently holds 1.6K shares with a market value of $525.9K. It started holding JPM on 2025-09-30. At its peak, it held 1.6K shares on 2025-12-31. Its highest holding value was $525.9K on 2025-12-31. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $482.9K on 2025-09-30.