BSW Wealth Partners's ownership history for JPM

BSW Wealth Partners currently holds 11.3K shares with a market value of $3.6M. It started holding JPM on 2024-09-30. At its peak, it held 12.0K shares on 2025-03-31. Its highest holding value was $3.8M on 2025-09-30. At its lowest, it held 11.3K shares on 2025-12-31, with a value of $2.5M on 2024-09-30. In the recent 180 days, BSW Wealth Partners has decreased its shares by 659. In the recent year, BSW Wealth Partners has decreased its shares by 71.