Peak Financial Management, Inc.'s ownership history for JPM

Peak Financial Management, Inc. currently holds 778 shares with a market value of $229.1K. It started holding JPM on 2024-12-31. At its peak, it held 872 shares on 2025-03-31. Its highest holding value was $239.1K on 2025-12-31. At its lowest, it held 722 shares on 2025-09-30, with a value of $202.8K on 2024-12-31. In the recent 180 days, Peak Financial Management, Inc. has increased its shares by 56. In the recent year, Peak Financial Management, Inc. has decreased its shares by 68.