Vertex Planning Partners, LLC's ownership history for JPM

Vertex Planning Partners, LLC currently holds 3.0K shares with a market value of $959.2K. It started holding JPM on 2024-09-30. At its peak, it held 3.0K shares on 2025-12-31. Its highest holding value was $959.2K on 2025-12-31. At its lowest, it held 2.3K shares on 2025-06-30, with a value of $480.8K on 2024-09-30. In the recent 180 days, Vertex Planning Partners, LLC has increased its shares by 717. In the recent year, Vertex Planning Partners, LLC has increased its shares by 651.