Phillips Wealth Planners LLC's ownership history for JPM

Phillips Wealth Planners LLC currently holds 7.3K shares with a market value of $2.3M. It started holding JPM on 2024-09-30. At its peak, it held 7.3K shares on 2025-03-31. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 7.1K shares on 2025-06-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 0. In the recent year, Phillips Wealth Planners LLC has increased its shares by 57.