Luminvest Wealth Management LLC's ownership history for JPM

Luminvest Wealth Management LLC currently holds 856 shares with a market value of $252.1K. It started holding JPM on 2025-06-30. At its peak, it held 856 shares on 2026-03-31. Its highest holding value was $268.8K on 2025-09-30. At its lowest, it held 728 shares on 2025-06-30, with a value of $210.8K on 2025-06-30. In the recent 180 days, Luminvest Wealth Management LLC has increased its shares by 3.