Triad Wealth Partners, LLC's ownership history for JPM

Triad Wealth Partners, LLC currently holds 17.0K shares with a market value of $5.0M. It started holding JPM on 2024-12-31. At its peak, it held 17.0K shares on 2026-03-31. Its highest holding value was $5.1M on 2025-12-31. At its lowest, it held 7.5K shares on 2024-12-31, with a value of $1.8M on 2024-12-31. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 6.7K. In the recent year, Triad Wealth Partners, LLC has increased its shares by 9.2K.