BALANCED WEALTH GROUP LLC's ownership history for JPM

BALANCED WEALTH GROUP LLC currently holds 952 shares with a market value of $295.9K. It started holding JPM on 2024-12-31. At its peak, it held 952 shares on 2025-06-30. Its highest holding value was $295.9K on 2025-12-31. At its lowest, it held 768 shares on 2024-12-31, with a value of $205.3K on 2024-12-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 0.