Plan A Wealth LLC's ownership history for JPM

Plan A Wealth LLC currently holds 2.6K shares with a market value of $830.4K. It started holding JPM on 2024-12-31. At its peak, it held 3.8K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 2.6K shares on 2025-12-31, with a value of $830.4K on 2025-12-31. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 1.2K. In the recent year, Plan A Wealth LLC has decreased its shares by 1.2K.