Falcon Wealth Planning's ownership history for JPM

Falcon Wealth Planning currently holds 13.7K shares with a market value of $4.3M. It started holding JPM on 2024-09-30. At its peak, it held 13.7K shares on 2025-09-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 12.9K shares on 2024-09-30, with a value of $2.7M on 2024-09-30. In the recent 180 days, Falcon Wealth Planning has increased its shares by 404. In the recent year, Falcon Wealth Planning has increased its shares by 826.