LifeGoal Wealth Advisors's ownership history for JPM

LifeGoal Wealth Advisors currently holds 1.4K shares with a market value of $448.5K. It started holding JPM on 2025-06-30. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $448.5K on 2025-12-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $315.4K on 2025-06-30. In the recent 180 days, LifeGoal Wealth Advisors has increased its shares by 304.