Venturi Wealth Management, LLC's ownership history for JPM

Venturi Wealth Management, LLC currently holds 70.3K shares with a market value of $22.7M. It started holding JPM on 2024-09-30. At its peak, it held 70.3K shares on 2025-12-31. Its highest holding value was $22.7M on 2025-12-31. At its lowest, it held 9.1K shares on 2024-09-30, with a value of $1.9M on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 2.7K. In the recent year, Venturi Wealth Management, LLC has increased its shares by 61.2K.