JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 49,371 Value ($000) $15,908 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 50,653 Value ($000) $15,977 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 51,924 Value ($000) $15,053 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 47,659 Value ($000) $11,691 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 46,564 Value ($000) $11,162 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 40,730 Value ($000) $8,588 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 41,543 Value ($000) $8,402 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 40,044 Value ($000) $8,021 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 38,162 Value ($000) $6,491 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 37,322 Value ($000) $5,412 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 37,137 Value ($000) $5,401 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 35,670 Value ($000) $4,648 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 33,144 Value ($000) $4,445 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 32,630 Value ($000) $3,410 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 31,958 Value ($000) $3,599 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 28,307 Value ($000) $3,859 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 25,794 Value ($000) $4,084 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 25,924 Value ($000) $4,244 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 25,261 Value ($000) $3,929 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 25,221 Value ($000) $3,839 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 27,330 Value ($000) $3,473 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 25,304 Value ($000) $2,436 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 25,192 Value ($000) $2,370 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 24,829 Value ($000) $2,235 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 11,114 Value ($000) $1,549 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 11,169 Value ($000) $1,314 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 9,139 Value ($000) $1,022 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,377 Value ($000) $848 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 10,230 Value ($000) $999 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 10,870 Value ($000) $1,227 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 9,673 Value ($000) $1,008 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 9,672 Value ($000) $1,064 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 9,625 Value ($000) $1,029 Avg Close $81.33 Range $76.25 - $87.14