Total Wealth Planning, LLC's ownership history for JPM

Total Wealth Planning, LLC currently holds 9.0K shares with a market value of $2.8M. It started holding JPM on 2025-06-30. At its peak, it held 9.0K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 8.9K shares on 2025-06-30, with a value of $2.6M on 2025-06-30.