Dougherty Wealth Advisers LLC's ownership history for JPM

Dougherty Wealth Advisers LLC currently holds 3.7K shares with a market value of $1.2M. It started holding JPM on 2024-09-30. At its peak, it held 3.7K shares on 2024-09-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 3.7K shares on 2025-09-30, with a value of $780.0K on 2024-09-30. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 15. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 15.