SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for JPM

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 8.1K shares with a market value of $2.4M. It started holding JPM on 2024-09-30. At its peak, it held 8.2K shares on 2025-03-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 7.9K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 118. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 118.