JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ATLAS CAPITAL ADVISORS LLC's Holding History (CIK: 0001434165)

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

Q4 2025
Shares 12,201 Value ($000) $3,931 Avg Close $309.53 Range $290.54 - $330.86
Q2 2025
Shares 6,818 Value ($000) $1,977 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,854 Value ($000) $1,681 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 7,654 Value ($000) $1,835 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,355 Value ($000) $1,551 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 7,347 Value ($000) $1,486 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 7,347 Value ($000) $1,472 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,102 Value ($000) $1,208 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,102 Value ($000) $1,030 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 7,102 Value ($000) $1,033 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 6,242 Value ($000) $813 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,057 Value ($000) $812 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 6,057 Value ($000) $632,956 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 6,882 Value ($000) $774,982 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 7,117 Value ($000) $970,189 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 7,317 Value ($000) $1,158,646 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 7,317 Value ($000) $1,197,719 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 7,317 Value ($000) $1,138,086 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 7,204 Value ($000) $1,096,664 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 6,716 Value ($000) $853,402 Avg Close $98.14 Range $82.75 - $111.83
Q2 2020
Shares 2,040 Value ($000) $191,882 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 6,134 Value ($000) $552,244 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,015 Value ($000) $699,111 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,066 Value ($000) $596,234 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 5,510 Value ($000) $616,034 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 5,107 Value ($000) $516,981 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 6,349 Value ($000) $619,789 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,293 Value ($000) $838,987 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 7,293 Value ($000) $805,877 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 8,166 Value ($000) $898,015 Avg Close $91.43 Range $83.98 - $96.37