JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MONEY CONCEPTS CAPITAL CORP's Holding History (CIK: 0000716851)

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

Q4 2025

Shares 9,953 Value ($000) $3,207 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 9,855 Value ($000) $3,108 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,359 Value ($000) $2,713 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 10,974 Value ($000) $2,692 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,175 Value ($000) $2,439 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 11,387 Value ($000) $2,401 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 11,623 Value ($000) $2,351 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 11,271 Value ($000) $2,258 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,102 Value ($000) $1,889 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,701 Value ($000) $1,696 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 12,841 Value ($000) $1,868 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 31,451 Value ($000) $4,134 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 52,791 Value ($000) $7,079 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 28,103 Value ($000) $2,937 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 11,967 Value ($000) $1,365 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 25,974 Value ($000) $3,541 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,900 Value ($000) $1,409 Avg Close $147.83 Range $136.71 - $155.72

Q1 2021

Shares 7,372 Value ($000) $1,122 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,818 Value ($000) $866 Avg Close $98.14 Range $82.75 - $111.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,953	$3,207	$309.53	$290.54 - $330.86
Q3 2025	9,855	$3,108	$295.93	$278.95 - $316.47
Q2 2025	9,359	$2,713	$252.67	$200.22 - $289.84
Q1 2025	10,974	$2,692	$250.91	$220.72 - $275.86
Q4 2024	10,175	$2,439	$228.03	$198.89 - $249.04
Q3 2024	11,387	$2,401	$204.96	$185.80 - $219.46
Q2 2024	11,623	$2,351	$189.18	$173.46 - $199.28
Q1 2024	11,271	$2,258	$173.61	$158.11 - $193.16
Q4 2023	11,102	$1,889	$144.89	$129.30 - $163.25
Q3 2023	11,701	$1,696	$142.31	$134.29 - $151.32
Q2 2023	12,841	$1,868	$129.66	$119.02 - $137.67
Q1 2023	31,451	$4,134	$128.16	$115.18 - $135.05
Q4 2022	52,791	$7,079	$117.65	$94.06 - $128.78
Q3 2022	28,103	$2,937	$105.62	$96.10 - $114.36
Q2 2022	11,967	$1,365	$113.02	$101.22 - $124.46
Q1 2022	25,974	$3,541	$133.66	$115.27 - $153.80
Q4 2021	8,900	$1,409	$147.83	$136.71 - $155.72
Q1 2021	7,372	$1,122	$127.25	$109.49 - $143.03
Q4 2020	6,818	$866	$98.14	$82.75 - $111.83