B. Riley Wealth Advisors, Inc.'s ownership history for JPM

B. Riley Wealth Advisors, Inc. currently holds 62.8K shares with a market value of $20.2M. It started holding JPM on 2024-09-30. At its peak, it held 120.0K shares on 2024-09-30. Its highest holding value was $25.7M on 2024-12-31. At its lowest, it held 62.8K shares on 2025-12-31, with a value of $20.2M on 2025-12-31. In the recent 180 days, B. Riley Wealth Advisors, Inc. has decreased its shares by 10.8K. In the recent year, B. Riley Wealth Advisors, Inc. has decreased its shares by 57.2K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $322.2K on 2025-06-30. At its peak, it held 1.0K contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $376.9K on 2025-06-30. At its lowest, it held 10 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $315.4K on 2025-09-30. In the recent 180 days, B. Riley Wealth Advisors, Inc. has decreased its holdings by 3 contracts.