Plan A Wealth LLC's ownership history for JPM

Plan A Wealth LLC currently holds 3.3K shares with a market value of $1.0M. It started holding JPM on 2024-12-31. At its peak, it held 3.8K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 3.3K shares on 2025-09-30, with a value of $908.2K on 2024-12-31. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 489.