JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ProVise Management Group, LLC's Holding History (CIK: 0001305707)

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

Q4 2025
Shares 105,972 Value ($000) $34,146 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 106,982 Value ($000) $33,745 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 108,075 Value ($000) $31,332 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 109,040 Value ($000) $26,747 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 111,253 Value ($000) $26,668 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 118,560 Value ($000) $24,999 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 118,781 Value ($000) $24,025 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 119,139 Value ($000) $23,864 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 122,148 Value ($000) $20,777 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 120,450 Value ($000) $17,468 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 119,201 Value ($000) $17,337 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 112,545 Value ($000) $14,666 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 106,591 Value ($000) $14,294 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 98,697 Value ($000) $10,314 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 56,282 Value ($000) $6,338 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 27,314 Value ($000) $3,723 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 26,879 Value ($000) $4,256 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 26,766 Value ($000) $4,381 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 26,467 Value ($000) $4,117 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 27,004 Value ($000) $4,111 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 31,416 Value ($000) $3,992 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 30,383 Value ($000) $2,925 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 31,392 Value ($000) $2,953 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 31,273 Value ($000) $2,816 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 33,127 Value ($000) $4,618 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 33,070 Value ($000) $3,892 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 33,312 Value ($000) $3,724 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 29,180 Value ($000) $2,954 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 29,888 Value ($000) $2,918 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 29,544 Value ($000) $3,334 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 29,048 Value ($000) $3,027 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 31,725 Value ($000) $3,489 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 31,153 Value ($000) $3,332 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 36,811 Value ($000) $3,516 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 39,586 Value ($000) $3,618 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 40,661 Value ($000) $3,571 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 42,960 Value ($000) $3,707 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 42,925 Value ($000) $2,858 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 43,042 Value ($000) $2,675 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 43,542 Value ($000) $2,578 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 42,537 Value ($000) $2,809 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 38,237 Value ($000) $2,331 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 33,887 Value ($000) $2,296 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 33,392 Value ($000) $2,023 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 32,825 Value ($000) $2,054 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 33,255 Value ($000) $2,003 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 35,355 Value ($000) $2,037 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 35,005 Value ($000) $2,125 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 43,190 Value ($000) $2,526 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 39,240 Value ($000) $2,029 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 39,030 Value ($000) $2,061 Avg Close $36.24 Range $32.83 - $39.86