Essential Planning, LLC.'s ownership history for JPM

Essential Planning, LLC. currently holds 1.4K shares with a market value of $430.9K. It started holding JPM on 2024-09-30. At its peak, it held 84.9K shares on 2024-12-31. Its highest holding value was $19.7M on 2024-12-31. At its lowest, it held 1.2K shares on 2025-06-30, with a value of $301.7K on 2024-09-30. In the recent 180 days, Essential Planning, LLC. has increased its shares by 120. In the recent year, Essential Planning, LLC. has decreased its shares by 65.