Balance Wealth, LLC's ownership history for JPM

Balance Wealth, LLC currently holds 4.1K shares with a market value of $1.3M. It started holding JPM on 2025-03-31. At its peak, it held 4.1K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 3.9K shares on 2025-03-31, with a value of $951.8K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 208.