JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WELCH & FORBES LLC's Holding History (CIK: 0000105495)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 665,957 Value ($000) $214,585 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 671,288 Value ($000) $211,744 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 679,848 Value ($000) $197,095 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 689,815 Value ($000) $169,212 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 698,451 Value ($000) $167,426 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 702,477 Value ($000) $148,124 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 709,190 Value ($000) $146,355 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 717,425 Value ($000) $143,700 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 722,717 Value ($000) $122,934 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 726,078 Value ($000) $105,296 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 730,432 Value ($000) $106,234 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 736,759 Value ($000) $96,007 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 737,093 Value ($000) $98,844 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 735,641 Value ($000) $76,876 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 730,652 Value ($000) $82,279 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 731,201 Value ($000) $99,678 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 715,397 Value ($000) $113,283 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 709,150 Value ($000) $116,081 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 720,690 Value ($000) $112,096 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 705,194 Value ($000) $107,352 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 700,088 Value ($000) $88,960 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 696,936 Value ($000) $67,094 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 667,363 Value ($000) $62,772 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 643,637 Value ($000) $57,948 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 646,843 Value ($000) $90,170 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 643,853 Value ($000) $75,775 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 640,620 Value ($000) $71,621 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 624,199 Value ($000) $63,187 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 614,192 Value ($000) $59,957 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 609,546 Value ($000) $68,781 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 604,150 Value ($000) $62,951 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 595,065 Value ($000) $65,439 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 593,693 Value ($000) $63,490 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 595,358 Value ($000) $56,862 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 584,560 Value ($000) $53,428 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 534,016 Value ($000) $46,908 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 534,592 Value ($000) $46,130 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 520,922 Value ($000) $34,689 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 532,442 Value ($000) $33,086 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 515,705 Value ($000) $30,540 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 518,014 Value ($000) $34,205 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 506,455 Value ($000) $30,878 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 501,073 Value ($000) $33,952 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 505,671 Value ($000) $30,634 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 506,377 Value ($000) $31,689 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 504,036 Value ($000) $30,364 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 500,856 Value ($000) $28,860 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 495,636 Value ($000) $30,091 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 502,875 Value ($000) $29,408 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 499,355 Value ($000) $25,812 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 490,291 Value ($000) $25,882 Avg Close $36.24 Range $32.83 - $39.86