Austin Private Wealth, LLC's ownership history for JPM

Austin Private Wealth, LLC currently holds 9.7K shares with a market value of $3.1M. It started holding JPM on 2024-09-30. At its peak, it held 10.2K shares on 2025-06-30. Its highest holding value was $3.2M on 2025-09-30. At its lowest, it held 8.9K shares on 2024-09-30, with a value of $1.9M on 2024-09-30. In the recent 180 days, Austin Private Wealth, LLC has decreased its shares by 535. In the recent year, Austin Private Wealth, LLC has increased its shares by 641.

It has also owned 27 contracts of calls, with the market value of the underlying securities totaling $870.0K on 2024-09-30. At its peak, it held 27 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $870.0K on 2025-12-31. At its lowest, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $116.0K on 2025-06-30. In the recent 180 days, Austin Private Wealth, LLC has increased its holdings by 23 contracts. In the recent year, Austin Private Wealth, LLC has increased its holdings by 9 contracts.