Wealthspire Advisors, LLC's ownership history for JPM

Wealthspire Advisors, LLC currently holds 95.9K shares with a market value of $30.9M. It started holding JPM on 2024-09-30. At its peak, it held 95.9K shares on 2025-12-31. Its highest holding value was $30.9M on 2025-12-31. At its lowest, it held 74.3K shares on 2025-09-30, with a value of $16.2M on 2024-09-30. In the recent 180 days, Wealthspire Advisors, LLC has increased its shares by 16.5K. In the recent year, Wealthspire Advisors, LLC has increased its shares by 17.4K.