Pine Harbor Wealth Management, LLC's ownership history for JPM

Pine Harbor Wealth Management, LLC currently holds 3.0K shares with a market value of $867.7K. It started holding JPM on 2024-09-30. At its peak, it held 3.0K shares on 2026-03-31. Its highest holding value was $950.1K on 2025-12-31. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $538.4K on 2024-09-30. In the recent 180 days, Pine Harbor Wealth Management, LLC has increased its shares by 86. In the recent year, Pine Harbor Wealth Management, LLC has increased its shares by 420.