Defined Financial Planning LLC's ownership history for JPM

Defined Financial Planning LLC currently holds 1.5K shares with a market value of $461.5K. It started holding JPM on 2024-12-31. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $461.5K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-12-31, with a value of $286.7K on 2024-12-31. In the recent 180 days, Defined Financial Planning LLC has increased its shares by 156.