Waverly Advisors, LLC's ownership history for JPM

Waverly Advisors, LLC currently holds 348.0K shares with a market value of $102.4M. It started holding JPM on 2024-12-31. At its peak, it held 348.0K shares on 2026-03-31. Its highest holding value was $102.7M on 2025-12-31. At its lowest, it held 160.3K shares on 2024-12-31, with a value of $38.4M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 120.1K. In the recent year, Waverly Advisors, LLC has increased its shares by 129.8K.