WealthPlan Investment Management, LLC's ownership history for JPM

WealthPlan Investment Management, LLC currently holds 30.2K shares with a market value of $8.9M. It started holding JPM on 2024-09-30. At its peak, it held 38.4K shares on 2025-12-31. Its highest holding value was $12.4M on 2025-12-31. At its lowest, it held 29.3K shares on 2024-09-30, with a value of $6.2M on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 6.0K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 2.3K.