JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BOURGEON CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001088731)

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

Q4 2025
Shares 87,854 Value ($000) $28,308 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 89,194 Value ($000) $28,134 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 92,194 Value ($000) $26,728 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 94,549 Value ($000) $23,193 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 125,520 Value ($000) $30,088 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 127,649 Value ($000) $26,916 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 128,959 Value ($000) $26,083 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 128,685 Value ($000) $25,776 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 127,635 Value ($000) $21,711 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 129,065 Value ($000) $18,717 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 130,983 Value ($000) $19,050 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 132,821 Value ($000) $17,308 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 132,024 Value ($000) $17,704 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 130,500 Value ($000) $13,637 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 126,065 Value ($000) $14,196 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 121,309 Value ($000) $16,537 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 113,387 Value ($000) $17,955 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 116,007 Value ($000) $18,989 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 116,603 Value ($000) $18,136 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 114,761 Value ($000) $17,470 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 114,945 Value ($000) $14,606 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 115,342 Value ($000) $11,104 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 115,254 Value ($000) $10,841 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 89,467 Value ($000) $8,055 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 65,020 Value ($000) $9,064 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 65,643 Value ($000) $7,726 Avg Close $95.08 Range $87.73 - $101.23
Q1 2017
Shares 75,756 Value ($000) $6,654 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 75,453 Value ($000) $6,511 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 91,192 Value ($000) $6,073 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 97,191 Value ($000) $6,039 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 95,218 Value ($000) $5,639 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 96,964 Value ($000) $6,403 Avg Close $49.68 Range $44.66 - $52.67
Q1 2015
Shares 90,004 Value ($000) $5,452 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 90,953 Value ($000) $5,692 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 92,135 Value ($000) $5,550 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 91,250 Value ($000) $5,258 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 79,832 Value ($000) $4,847 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 73,582 Value ($000) $4,303 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 72,757 Value ($000) $3,761 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 61,107 Value ($000) $3,226 Avg Close $36.24 Range $32.83 - $39.86