Next Level Wealth Planning, LLC's ownership history for JPM

Next Level Wealth Planning, LLC currently holds 963 shares with a market value of $303.8K. It started holding JPM on 2024-12-31. At its peak, it held 1.0K shares on 2024-12-31. Its highest holding value was $303.8K on 2025-09-30. At its lowest, it held 962 shares on 2025-03-31, with a value of $236.1K on 2025-03-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 1.