Dakota Wealth Management's ownership history for JPM

Dakota Wealth Management currently holds 243.8K shares with a market value of $78.6M. It started holding JPM on 2024-09-30. At its peak, it held 256.5K shares on 2025-03-31. Its highest holding value was $78.6M on 2025-12-31. At its lowest, it held 189.8K shares on 2024-09-30, with a value of $40.0M on 2024-09-30. In the recent 180 days, Dakota Wealth Management has decreased its shares by 8.6K. In the recent year, Dakota Wealth Management has increased its shares by 52.5K.