United Financial Planning Group LLC's ownership history for JPM
United Financial Planning Group LLC currently holds 738 shares with a market value of $217.0K. It started holding JPM on 2025-09-30. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $346.4K on 2025-12-31. At its lowest, it held 738 shares on 2026-03-31, with a value of $217.0K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has decreased its shares by 292.
United Financial Planning Group LLC's ownership history for JPM