JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BURNEY CO/'s Holding History (CIK: 0000940445)

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

Q4 2025
Shares 80,720 Value ($000) $26,010 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 115,307 Value ($000) $36,371 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 115,980 Value ($000) $33,624 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 115,285 Value ($000) $28,279 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 110,499 Value ($000) $26,488 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,186 Value ($000) $4,889 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 19,167 Value ($000) $3,877 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 19,674 Value ($000) $3,941 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 35,061 Value ($000) $5,964 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 49,324 Value ($000) $7,153 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 48,822 Value ($000) $7,101 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 59,141 Value ($000) $7,707 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 58,695 Value ($000) $7,871 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 23,521 Value ($000) $2,458 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 23,766 Value ($000) $2,676 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 25,231 Value ($000) $3,440 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 25,416 Value ($000) $4,025 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 25,695 Value ($000) $4,206 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 25,688 Value ($000) $3,996 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 25,764 Value ($000) $3,922 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 26,128 Value ($000) $3,320 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 26,944 Value ($000) $2,594 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 28,299 Value ($000) $2,662 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 31,239 Value ($000) $2,812 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 33,495 Value ($000) $4,669 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 35,105 Value ($000) $4,132 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 36,162 Value ($000) $4,043 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 37,296 Value ($000) $3,775 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 42,002 Value ($000) $4,100 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 42,860 Value ($000) $4,836 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 47,626 Value ($000) $4,963 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 42,238 Value ($000) $4,645 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 48,961 Value ($000) $5,236 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 44,424 Value ($000) $4,237 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 46,619 Value ($000) $4,249 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 45,240 Value ($000) $3,974 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 54,583 Value ($000) $4,710 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 65,066 Value ($000) $4,341 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 34,967 Value ($000) $2,173 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 25,141 Value ($000) $1,489 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 21,057 Value ($000) $1,398 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 23,198 Value ($000) $1,414 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 24,733 Value ($000) $1,676 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 25,102 Value ($000) $1,521 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 24,450 Value ($000) $1,530 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 25,545 Value ($000) $1,539 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 29,423 Value ($000) $1,695 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 31,658 Value ($000) $1,922 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 28,820 Value ($000) $1,685 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 26,287 Value ($000) $1,359 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 24,916 Value ($000) $1,315 Avg Close $36.24 Range $32.83 - $39.86