Sterling Financial Planning, Inc.'s ownership history for JPM

Sterling Financial Planning, Inc. currently holds 2.0K shares with a market value of $626.4K. It started holding JPM on 2024-09-30. At its peak, it held 2.1K shares on 2025-03-31. Its highest holding value was $626.4K on 2025-09-30. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $412.4K on 2024-09-30. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 153. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 30.