Carter Financial Group, INC.'s ownership history for JPM

Carter Financial Group, INC. currently holds 2.6K shares with a market value of $828.5K. It started holding JPM on 2025-06-30. At its peak, it held 2.8K shares on 2025-09-30. Its highest holding value was $871.0K on 2025-09-30. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $610.7K on 2025-06-30. In the recent 180 days, Carter Financial Group, INC. has increased its shares by 465.