PERSONAL CFO SOLUTIONS, LLC's ownership history for JPM


PERSONAL CFO SOLUTIONS, LLC currently holds 10.6K shares with a market value of $3.3M. It started holding JPM on 2024-09-30. At its peak, it held 10.6K shares on 2025-09-30. Its highest holding value was $3.3M on 2025-09-30. At its lowest, it held 9.3K shares on 2025-03-31, with a value of $2.0M on 2024-09-30. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 1.3K. In the recent year, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 905.


PERSONAL CFO SOLUTIONS, LLC's ownership history for JPM