Sequent Planning LLC's ownership history for JPM


Sequent Planning LLC currently holds 812 shares with a market value of $261.7K. It started holding JPM on 2025-06-30. At its peak, it held 821 shares on 2025-06-30. Its highest holding value was $261.7K on 2025-12-31. At its lowest, it held 676 shares on 2025-09-30, with a value of $213.2K on 2025-09-30. In the recent 180 days, Sequent Planning LLC has decreased its shares by 9.


Sequent Planning LLC's ownership history for JPM