Pines Wealth Management, LLC's ownership history for JPM

Pines Wealth Management, LLC currently holds 17.3K shares with a market value of $5.1M. It started holding JPM on 2024-12-31. At its peak, it held 20.5K shares on 2025-06-30. Its highest holding value was $6.2M on 2025-09-30. At its lowest, it held 17.3K shares on 2026-03-31, with a value of $4.4M on 2025-03-31. In the recent 180 days, Pines Wealth Management, LLC has decreased its shares by 2.3K. In the recent year, Pines Wealth Management, LLC has decreased its shares by 2.8K.