Daner Wealth Management, LLC's ownership history for JPM

Daner Wealth Management, LLC currently holds 1.2K shares with a market value of $376.0K. It started holding JPM on 2025-06-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $376.0K on 2025-12-31. At its lowest, it held 945 shares on 2025-06-30, with a value of $276.7K on 2025-06-30. In the recent 180 days, Daner Wealth Management, LLC has increased its shares by 236.