INSTRUMENTAL WEALTH, LLC's ownership history for JPM

INSTRUMENTAL WEALTH, LLC currently holds 1.6K shares with a market value of $495.4K. It started holding JPM on 2024-09-30. At its peak, it held 1.6K shares on 2025-12-31. Its highest holding value was $495.4K on 2025-12-31. At its lowest, it held 1.1K shares on 2024-09-30, with a value of $251.4K on 2024-09-30. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 212. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 242.