True Wealth Design, LLC's ownership history for JPM

True Wealth Design, LLC currently holds 625 shares with a market value of $201.4K. It started holding JPM on 2024-12-31. At its peak, it held 625 shares on 2025-12-31. Its highest holding value was $201.4K on 2025-12-31. At its lowest, it held 259 shares on 2024-12-31, with a value of $62.1K on 2024-12-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 210. In the recent year, True Wealth Design, LLC has increased its shares by 366.