JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MONETA GROUP INVESTMENT ADVISORS LLC's Holding History (CIK: 0001120927)

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

Q4 2025
Shares 74,317 Value ($000) $23,946 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 74,018 Value ($000) $23,347 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 73,131 Value ($000) $21,201 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 63,578 Value ($000) $15,596 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 62,350 Value ($000) $14,946 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 60,900 Value ($000) $12,841 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 59,563 Value ($000) $12,047 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 56,814 Value ($000) $11,380 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 51,224 Value ($000) $8,713 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 95,871 Value ($000) $13,903 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 95,923 Value ($000) $13,951 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 98,631 Value ($000) $12,853 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 88,220 Value ($000) $12,347 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 92,670 Value ($000) $9,684 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 92,446 Value ($000) $10,659 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 86,026 Value ($000) $11,727 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 43,555 Value ($000) $6,897 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 40,894 Value ($000) $6,694 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 39,900 Value ($000) $6,206 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 38,435 Value ($000) $5,851 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 24,656 Value ($000) $3,133 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 21,377 Value ($000) $2,058 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 21,401 Value ($000) $2,013 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 18,927 Value ($000) $1,704 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 20,072 Value ($000) $2,798 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 19,772 Value ($000) $2,327 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 18,524 Value ($000) $2,071 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 17,999 Value ($000) $1,822 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 17,650 Value ($000) $1,723 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 19,696 Value ($000) $2,223 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 40,627 Value ($000) $4,046 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 20,365 Value ($000) $2,240 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 16,625 Value ($000) $1,778 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 16,317 Value ($000) $1,558 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 44,233 Value ($000) $4,043 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 16,813 Value ($000) $1,477 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 17,526 Value ($000) $1,512 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 17,218 Value ($000) $1,147 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 40,158 Value ($000) $2,495 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 35,420 Value ($000) $2,098 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 13,800 Value ($000) $911 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 17,746 Value ($000) $1,082 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 17,751 Value ($000) $1,203 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 29,007 Value ($000) $1,757 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 24,004 Value ($000) $1,502 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 21,651 Value ($000) $1,304 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 21,000 Value ($000) $1,210 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 20,050 Value ($000) $1,217 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 21,750 Value ($000) $1,272 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 24,700 Value ($000) $1,277 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 25,175 Value ($000) $1,329 Avg Close $36.24 Range $32.83 - $39.86
Q1 2013
Shares 24,950 Value ($000) $1,184 Avg Close $34.01 Range $31.32 - $36.14
Q4 2012
Shares 32,125 Value ($000) $1,413 Avg Close — Range —
Q3 2012
Shares 29,395 Value ($000) $1,190 Avg Close — Range —