Values Added Financial LLC's ownership history for JPM

Values Added Financial LLC currently holds 2.3K shares with a market value of $744.0K. It started holding JPM on 2024-09-30. At its peak, it held 2.6K shares on 2025-06-30. Its highest holding value was $758.1K on 2025-06-30. At its lowest, it held 1.9K shares on 2024-12-31, with a value of $403.2K on 2024-09-30. In the recent 180 days, Values Added Financial LLC has decreased its shares by 306. In the recent year, Values Added Financial LLC has increased its shares by 442.