Lodestone Wealth Management LLC's ownership history for JPEM

Lodestone Wealth Management LLC currently holds 5.8K shares with a market value of $351.0K. It started holding JPEM on 2024-09-30. At its peak, it held 6.3K shares on 2024-09-30. Its highest holding value was $355.4K on 2024-09-30. At its lowest, it held 5.7K shares on 2025-06-30, with a value of $299.9K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 104. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 199.