JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WESTWOOD HOLDINGS GROUP INC's Holding History (CIK: 0001165002)

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

Q4 2025
Shares 367,024 Value ($000) $118,262 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 421,572 Value ($000) $132,976 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 676,264 Value ($000) $196,056 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 740,491 Value ($000) $181,642 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 882,849 Value ($000) $211,628 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 940,578 Value ($000) $198,330 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 877,379 Value ($000) $177,459 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 915,363 Value ($000) $183 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 958,096 Value ($000) $163 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 933,803 Value ($000) $135 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 847,660 Value ($000) $123 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,287,642 Value ($000) $168 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,343,000 Value ($000) $180 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 1,158,539 Value ($000) $121,067 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 452,920 Value ($000) $51,003 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 505,138 Value ($000) $68,861 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 327,513 Value ($000) $51,862 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 332,323 Value ($000) $54,398 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 346,707 Value ($000) $53,927 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 821,201 Value ($000) $125,011 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,274,717 Value ($000) $161,979 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 1,314,666 Value ($000) $126,563 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 1,330,509 Value ($000) $125,148 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 1,356,797 Value ($000) $122,152 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 1,292,909 Value ($000) $180,232 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 1,436,647 Value ($000) $169,079 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 1,488,246 Value ($000) $166,384 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 1,853,695 Value ($000) $187,650 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 1,984,579 Value ($000) $193,734 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 2,157,733 Value ($000) $243,478 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,263,585 Value ($000) $235,867 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 1,448,635 Value ($000) $159,305 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 1,728,014 Value ($000) $184,794 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,688,180 Value ($000) $161,238 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 1,879,221 Value ($000) $171,760 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 1,807,487 Value ($000) $158,770 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 1,877,688 Value ($000) $162,025 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 2,148,334 Value ($000) $143,058 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 2,354,850 Value ($000) $146,330 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 2,483,346 Value ($000) $147,064 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 2,444,692 Value ($000) $161,423 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 2,490,214 Value ($000) $151,829 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 2,507,698 Value ($000) $169,915 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 2,767,175 Value ($000) $167,636 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 2,621,851 Value ($000) $164,076 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 2,927,190 Value ($000) $176,334 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 3,339,748 Value ($000) $192,437 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 3,233,717 Value ($000) $196,319 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 3,492,313 Value ($000) $204,230 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 3,316,756 Value ($000) $171,443 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 2,776,818 Value ($000) $146,588 Avg Close $36.24 Range $32.83 - $39.86