Balboa Wealth Partners's ownership history for JPM

Balboa Wealth Partners currently holds 10.8K shares with a market value of $3.5M. It started holding JPM on 2024-09-30. At its peak, it held 10.8K shares on 2025-12-31. Its highest holding value was $3.5M on 2025-12-31. At its lowest, it held 9.5K shares on 2025-03-31, with a value of $2.2M on 2024-09-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 241. In the recent year, Balboa Wealth Partners has increased its shares by 218.