JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001352860)

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

Q4 2025
Shares 3,817 Value ($000) $1,230 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,810 Value ($000) $1,202 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,647 Value ($000) $1,057 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,781 Value ($000) $682 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,594 Value ($000) $622 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,556 Value ($000) $539 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,944 Value ($000) $595 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,977 Value ($000) $596 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,952 Value ($000) $502 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,701 Value ($000) $392 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,595 Value ($000) $377 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,095 Value ($000) $273 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,095 Value ($000) $281 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,240 Value ($000) $234 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,240 Value ($000) $252 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 2,227 Value ($000) $304 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 2,227 Value ($000) $353 Avg Close $147.83 Range $136.71 - $155.72
Q3 2016
Shares 2,676 Value ($000) $179 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 2,401 Value ($000) $150 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 2,721 Value ($000) $161 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 1,981 Value ($000) $131 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 1,981 Value ($000) $121 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 1,981 Value ($000) $134 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 1,981 Value ($000) $120 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 1,981 Value ($000) $123 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 1,981 Value ($000) $119 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 1,981 Value ($000) $114 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 2,130 Value ($000) $129 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 2,130 Value ($000) $125 Avg Close $39.63 Range $36.35 - $42.36