JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WELCH CAPITAL PARTNERS LLC/NY's Holding History (CIK: 0001042063)

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

Q4 2025
Shares 642 Value ($000) $0 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 642 Value ($000) $0 Avg Close $295.93 Range $278.95 - $316.47
Q4 2018
Shares 17,926 Value ($000) $1,750 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 17,926 Value ($000) $2,023 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 17,230 Value ($000) $1,795 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 17,230 Value ($000) $1,895 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 17,230 Value ($000) $1,843 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 17,230 Value ($000) $1,646 Avg Close $73.66 Range $70.35 - $76.59
Q3 2016
Shares 43,960 Value ($000) $2,927 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 43,960 Value ($000) $2,732 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 44,550 Value ($000) $2,638 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 44,910 Value ($000) $2,965 Avg Close $49.68 Range $44.66 - $52.67