Waterway Wealth Management, LLC's ownership history for JPM

Waterway Wealth Management, LLC currently holds 7.9K shares with a market value of $2.5M. It started holding JPM on 2024-09-30. At its peak, it held 10.1K shares on 2025-06-30. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 4.6K shares on 2024-09-30, with a value of $962.8K on 2024-09-30. In the recent 180 days, Waterway Wealth Management, LLC has decreased its shares by 2.2K. In the recent year, Waterway Wealth Management, LLC has increased its shares by 3.2K.