Shepherd Financial Partners LLC's ownership history for JPM

Shepherd Financial Partners LLC currently holds 46.3K shares with a market value of $13.6M. It started holding JPM on 2024-09-30. At its peak, it held 48.1K shares on 2025-03-31. Its highest holding value was $15.2M on 2025-12-31. At its lowest, it held 46.3K shares on 2026-03-31, with a value of $9.9M on 2024-09-30. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 1.8K. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 1.8K.