JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Private Wealth Partners, LLC's Holding History (CIK: 0001335851)

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

Q4 2025
Shares 153,932 Value ($000) $49,600 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 156,066 Value ($000) $49,228 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 157,441 Value ($000) $45,644 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 160,653 Value ($000) $39,408 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 172,909 Value ($000) $41,448 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 175,392 Value ($000) $36,983 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 227,302 Value ($000) $45,974 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 234,244 Value ($000) $46,919 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 237,682 Value ($000) $40,430 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 237,446 Value ($000) $34,434 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 237,185 Value ($000) $34,496 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 237,958 Value ($000) $31,008 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 227,192 Value ($000) $30,466 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 226,701 Value ($000) $23,690 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 229,384 Value ($000) $25,831 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 235,050 Value ($000) $32,042 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 234,675 Value ($000) $37,161 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 235,314 Value ($000) $38,519 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 236,316 Value ($000) $36,757 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 236,113 Value ($000) $35,943 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 238,623 Value ($000) $30,322 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 235,148 Value ($000) $22,638 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 233,634 Value ($000) $21,976 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 225,105 Value ($000) $20,266 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 240,550 Value ($000) $33,533 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 236,193 Value ($000) $27,798 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 238,707 Value ($000) $26,687 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 238,305 Value ($000) $24,124 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 229,952 Value ($000) $22,448 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 209,114 Value ($000) $23,596 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 205,493 Value ($000) $21,412 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 200,763 Value ($000) $22,078 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 186,708 Value ($000) $19,967 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 186,453 Value ($000) $17,808 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 185,718 Value ($000) $16,975 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 183,033 Value ($000) $16,078 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 189,165 Value ($000) $16,323 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 194,005 Value ($000) $12,919 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 196,125 Value ($000) $12,187 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 208,525 Value ($000) $12,349 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 217,625 Value ($000) $14,370 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 225,220 Value ($000) $13,732 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 222,550 Value ($000) $15,080 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 214,210 Value ($000) $12,977 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 207,627 Value ($000) $12,993 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 202,077 Value ($000) $12,173 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 206,437 Value ($000) $11,895 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 213,087 Value ($000) $12,937 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 203,097 Value ($000) $11,877 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 171,975 Value ($000) $8,889 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 161,947 Value ($000) $8,549 Avg Close $36.24 Range $32.83 - $39.86