Peak Retirement Planning, Inc.'s ownership history for JPM

Peak Retirement Planning, Inc. currently holds 7.5K shares with a market value of $2.4M. It started holding JPM on 2024-12-31. At its peak, it held 13.4K shares on 2024-12-31. Its highest holding value was $2.4M on 2025-09-30. At its lowest, it held 3.9K shares on 2025-03-31, with a value of $955.7K on 2025-03-31. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 3.6K.