Schwallier Wealth Management LLC's ownership history for JPM

Schwallier Wealth Management LLC currently holds 812 shares with a market value of $256.2K. It started holding JPM on 2025-06-30. At its peak, it held 812 shares on 2025-09-30. Its highest holding value was $256.2K on 2025-09-30. At its lowest, it held 804 shares on 2025-06-30, with a value of $233.1K on 2025-06-30.