Spartan Planning & Wealth Management's ownership history for JPM

Spartan Planning & Wealth Management currently holds 3.0K shares with a market value of $886.1K. It started holding JPM on 2024-12-31. At its peak, it held 6.3K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 3.0K shares on 2026-03-31, with a value of $886.1K on 2026-03-31. In the recent 180 days, Spartan Planning & Wealth Management has decreased its shares by 2.5K. In the recent year, Spartan Planning & Wealth Management has decreased its shares by 2.5K.