JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MARSHALL WACE, LLP's Holding History (CIK: 0001318757)

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

Q4 2025
Shares 2,080 Value ($000) $670 Avg Close $309.53 Range $290.54 - $330.86
Q2 2025
Shares 62,516 Value ($000) $18,124 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 17,700 Value ($000) $4,342 Avg Close $250.91 Range $220.72 - $275.86
Q1 2024
Shares 498,724 Value ($000) $99,894 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,900,357 Value ($000) $323,251 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,702,815 Value ($000) $391,962 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,943,339 Value ($000) $282,639 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 815,227 Value ($000) $106,232 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,452,223 Value ($000) $194,743 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 3,699,951 Value ($000) $386,645 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 630,686 Value ($000) $71,019 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 91,450 Value ($000) $12,466 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,530,754 Value ($000) $242,393 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 94,938 Value ($000) $15,540 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 74,513 Value ($000) $11,590 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 73,740 Value ($000) $11,225 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 462,387 Value ($000) $58,756 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 825,034 Value ($000) $79,425 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 783,355 Value ($000) $73,683 Avg Close $81.74 Range $70.76 - $99.77
Q2 2019
Shares 1,893 Value ($000) $212 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 68,458 Value ($000) $6,930 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 48,558 Value ($000) $4,740 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 58,943 Value ($000) $6,651 Avg Close $92.63 Range $83.41 - $97.31
Q1 2018
Shares 91,260 Value ($000) $10,036 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 198,857 Value ($000) $21,266 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 20,965 Value ($000) $2,013 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 55,017 Value ($000) $5,007 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 168,482 Value ($000) $14,826 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 362,040 Value ($000) $31,240 Avg Close $59.89 Range $51.67 - $68.65
Q1 2016
Shares 220,956 Value ($000) $13,085 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 214,995 Value ($000) $14,196 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 968,408 Value ($000) $59,044 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 796,047 Value ($000) $53,940 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 632,502 Value ($000) $38,317 Avg Close $44.28 Range $40.58 - $47.07
Q1 2014
Shares 6,468 Value ($000) $393 Avg Close $42.08 Range $39.47 - $44.77