TruWealth Advisors, LLC's ownership history for JPM
TruWealth Advisors, LLC currently holds 118.3K shares with a market value of $38.1M. It started holding JPM on 2024-09-30. At its peak, it held 129.7K shares on 2024-09-30. Its highest holding value was $38.1M on 2025-12-31. At its lowest, it held 112.5K shares on 2025-03-31, with a value of $27.3M on 2024-09-30. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 1.7K. In the recent year, TruWealth Advisors, LLC has decreased its shares by 8.6K.
TruWealth Advisors, LLC's ownership history for JPM