JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's Holding History (CIK: 0000752365)

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

Q4 2025
Shares 39,003 Value ($000) $12,568 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 39,872 Value ($000) $12,577 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 43,172 Value ($000) $12,516 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 44,557 Value ($000) $10,930 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 44,459 Value ($000) $10,657 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 45,444 Value ($000) $9,582 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 45,914 Value ($000) $9,287 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 45,984 Value ($000) $9,211 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 46,633 Value ($000) $7,932 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 46,960 Value ($000) $6,810 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 56,583 Value ($000) $8,229 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 57,563 Value ($000) $7,501 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 59,625 Value ($000) $7,996 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 59,562 Value ($000) $6,224 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 52,226 Value ($000) $5,881 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 52,338 Value ($000) $7,136 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 52,338 Value ($000) $8,288 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 54,636 Value ($000) $8,943 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 56,737 Value ($000) $8,823 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 58,437 Value ($000) $8,896 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 61,337 Value ($000) $7,794 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 62,009 Value ($000) $5,970 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 62,837 Value ($000) $5,909 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 8,225 Value ($000) $697 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 63,584 Value ($000) $8,864 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 72,952 Value ($000) $8,586 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 66,052 Value ($000) $7,385 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 66,902 Value ($000) $6,772 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 65,979 Value ($000) $6,441 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 63,853 Value ($000) $8,205 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 68,853 Value ($000) $7,174 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 71,853 Value ($000) $7,902 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 71,853 Value ($000) $7,684 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 67,770 Value ($000) $6,473 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 66,789 Value ($000) $6,104 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 67,003 Value ($000) $5,885 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 73,525 Value ($000) $6,344 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 79,135 Value ($000) $5,270 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 82,382 Value ($000) $5,119 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 82,212 Value ($000) $4,869 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 79,212 Value ($000) $5,230 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 79,241 Value ($000) $4,831 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 79,141 Value ($000) $5,363 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 79,575 Value ($000) $4,821 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 81,575 Value ($000) $5,105 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 79,575 Value ($000) $4,794 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 92,620 Value ($000) $5,337 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 94,117 Value ($000) $5,717 Avg Close $42.08 Range $39.47 - $44.77