Holistic Financial Partners's ownership history for JPM

Holistic Financial Partners currently holds 15.1K shares with a market value of $4.9M. It started holding JPM on 2024-09-30. At its peak, it held 15.6K shares on 2024-12-31. Its highest holding value was $4.9M on 2025-09-30. At its lowest, it held 15.1K shares on 2025-12-31, with a value of $3.3M on 2024-09-30. In the recent 180 days, Holistic Financial Partners has decreased its shares by 274. In the recent year, Holistic Financial Partners has decreased its shares by 503.