Robertson Stephens Wealth Management, LLC's ownership history for JPM


Robertson Stephens Wealth Management, LLC currently holds 98.6K shares with a market value of $31.8M. It started holding JPM on 2024-09-30. At its peak, it held 98.6K shares on 2025-12-31. Its highest holding value was $31.8M on 2025-12-31. At its lowest, it held 37.2K shares on 2025-06-30, with a value of $8.5M on 2024-09-30. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its shares by 61.4K. In the recent year, Robertson Stephens Wealth Management, LLC has increased its shares by 59.5K.


Robertson Stephens Wealth Management, LLC's ownership history for JPM