JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WestEnd Advisors, LLC's Holding History (CIK: 0001351731)

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

Q4 2025
Shares 161,557 Value ($000) $52,058 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 167,457 Value ($000) $52,822 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 169,492 Value ($000) $49,138 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 192,638 Value ($000) $47,254 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 202,867 Value ($000) $48,629 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 200,799 Value ($000) $42,340 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 71 Value ($000) $14 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 67 Value ($000) $13 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 56 Value ($000) $10 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 73 Value ($000) $11 Avg Close $142.31 Range $134.29 - $151.32
Q1 2023
Shares 117 Value ($000) $15 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,194 Value ($000) $160 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 1,205 Value ($000) $126 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 312,776 Value ($000) $35,221,705 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 318,341 Value ($000) $43,396,245 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 273,365 Value ($000) $43,287,347 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 270,458 Value ($000) $44,271,270 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 268,108 Value ($000) $41,701,518 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 288,304 Value ($000) $43,888,517 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 325,135 Value ($000) $41,314,904 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 336,923 Value ($000) $32,435,577 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 310,385 Value ($000) $29,194,813 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 303,238 Value ($000) $27,300,517 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 62 Value ($000) $8,642 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 62 Value ($000) $7,296 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 1,637 Value ($000) $183,016 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 341,501 Value ($000) $34,570,146 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 321,719 Value ($000) $31,406,208 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 337,362 Value ($000) $38,067,928 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 344,276 Value ($000) $35,873,559 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 425,284 Value ($000) $46,768,481 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 451,305 Value ($000) $48,262,556 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 531,104 Value ($000) $50,725,743 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 581,442 Value ($000) $53,143,798 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 623,103 Value ($000) $54,733,368 Avg Close $69.68 Range $65.58 - $74.23