Modera Wealth Management, LLC's ownership history for JPM

Modera Wealth Management, LLC currently holds 215.5K shares with a market value of $69.4M. It started holding JPM on 2024-09-30. At its peak, it held 235.8K shares on 2024-09-30. Its highest holding value was $70.1M on 2025-09-30. At its lowest, it held 215.5K shares on 2025-12-31, with a value of $49.7M on 2024-09-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 11.0K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 18.0K.