JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 259,932 Value ($000) $83,755 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 256,918 Value ($000) $81,040 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 264,185 Value ($000) $76,590 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 252,769 Value ($000) $62,004 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 254,113 Value ($000) $60,914 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 250,405 Value ($000) $52,800 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 248,867 Value ($000) $50,336 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 117,963 Value ($000) $23,443 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 120,512 Value ($000) $20,499 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 122,803 Value ($000) $17,809 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 115,652 Value ($000) $16,820 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 100,154 Value ($000) $13,051 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 98,697 Value ($000) $13,235 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 99,002 Value ($000) $10,346 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 100,914 Value ($000) $11,364 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 97,666 Value ($000) $13,314 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 92,245 Value ($000) $14,607 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 198,737 Value ($000) $32,531 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 198,509 Value ($000) $30,876 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 198,999 Value ($000) $30,294 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 194,077 Value ($000) $24,661 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 189,768 Value ($000) $18,269 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 185,261 Value ($000) $17,426 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 182,223 Value ($000) $16,406 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 183,062 Value ($000) $25,519 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 182,937 Value ($000) $21,530 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 182,414 Value ($000) $20,394 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 177,961 Value ($000) $18,015 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 177,907 Value ($000) $17,367 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 177,485 Value ($000) $20,027 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 175,795 Value ($000) $18,317 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 175,970 Value ($000) $19,352 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 175,179 Value ($000) $18,733 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 173,816 Value ($000) $16,601 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 177,103 Value ($000) $16,188 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 170,296 Value ($000) $14,958 Avg Close $69.68 Range $65.58 - $74.23