Planning Center, Inc.'s ownership history for JPM

Planning Center, Inc. currently holds 4.1K shares with a market value of $1.2M. It started holding JPM on 2024-09-30. At its peak, it held 4.9K shares on 2024-09-30. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 3.7K shares on 2025-06-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Planning Center, Inc. has increased its shares by 413. In the recent year, Planning Center, Inc. has decreased its shares by 529.