Asset Planning,Inc's ownership history for JPM

Asset Planning,Inc currently holds 2.8K shares with a market value of $830.1K. It started holding JPM on 2024-12-31. At its peak, it held 2.8K shares on 2026-03-31. Its highest holding value was $891.8K on 2025-12-31. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $611.3K on 2024-12-31. In the recent 180 days, Asset Planning,Inc has increased its shares by 290. In the recent year, Asset Planning,Inc has increased its shares by 267.