Plan Group Financial, LLC's ownership history for JPM

Plan Group Financial, LLC currently holds 6.3K shares with a market value of $2.0M. It started holding JPM on 2024-09-30. At its peak, it held 6.3K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 1.9K shares on 2024-09-30, with a value of $394.9K on 2024-09-30. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 1.4K.