PUFF WEALTH MANAGEMENT, LLC's ownership history for JPM
PUFF WEALTH MANAGEMENT, LLC currently holds 3.5K shares with a market value of $1.2M. It started holding JPM on 2024-12-31. At its peak, it held 3.5K shares on 2025-12-31. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 2.4K shares on 2025-03-31, with a value of $599.3K on 2025-03-31. In the recent 180 days, PUFF WEALTH MANAGEMENT, LLC has increased its shares by 249. In the recent year, PUFF WEALTH MANAGEMENT, LLC has increased its shares by 956.
It has also owned 562 contracts of calls, with the market value of the underlying securities totaling $16.3M on 2024-12-31. At its peak, it held 562 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $16.3M on 2025-06-30. At its lowest, it held 4.7 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $9.7K on 2024-12-31. In the recent 180 days, PUFF WEALTH MANAGEMENT, LLC has increased its holdings by 557.3 contracts.