Schwallier Wealth Management LLC's ownership history for JPM

Schwallier Wealth Management LLC currently holds 848 shares with a market value of $249.6K. It started holding JPM on 2025-06-30. At its peak, it held 848 shares on 2025-12-31. Its highest holding value was $259.5K on 2025-12-31. At its lowest, it held 804 shares on 2025-06-30, with a value of $233.1K on 2025-06-30. In the recent 180 days, Schwallier Wealth Management LLC has increased its shares by 36.