Wingate Wealth Advisors, Inc.'s ownership history for JPM

Wingate Wealth Advisors, Inc. currently holds 708 shares with a market value of $208.3K. It started holding JPM on 2024-12-31. At its peak, it held 771 shares on 2025-09-30. Its highest holding value was $247.8K on 2025-12-31. At its lowest, it held 708 shares on 2026-03-31, with a value of $174.3K on 2024-12-31. In the recent 180 days, Wingate Wealth Advisors, Inc. has decreased its shares by 63. In the recent year, Wingate Wealth Advisors, Inc. has decreased its shares by 19.