Wealthquest Corp's ownership history for JPM

Wealthquest Corp currently holds 9.4K shares with a market value of $3.0M. It started holding JPM on 2024-09-30. At its peak, it held 9.4K shares on 2025-12-31. Its highest holding value was $3.0M on 2025-12-31. At its lowest, it held 8.9K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Wealthquest Corp has increased its shares by 472.