JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 21,614 Value ($000) $6,964 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 22,220 Value ($000) $7,009 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 22,496 Value ($000) $6,522 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 22,280 Value ($000) $5,465 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 22,938 Value ($000) $5,498 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,529 Value ($000) $4,961 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 22,810 Value ($000) $4,614 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 22,986 Value ($000) $4,604 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 25,161 Value ($000) $4,280 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 27,018 Value ($000) $3,918 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 27,524 Value ($000) $4,003 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 27,541 Value ($000) $3,589 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 24,179 Value ($000) $3,242 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 34,889 Value ($000) $3,646 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 37,096 Value ($000) $4,177 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 33,154 Value ($000) $4,520 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 25,856 Value ($000) $4,094 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 24,848 Value ($000) $4,067 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 24,112 Value ($000) $3,750 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 20,167 Value ($000) $3,070 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 26,684 Value ($000) $3,391 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 17,658 Value ($000) $1,700 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 22,070 Value ($000) $2,076 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 22,033 Value ($000) $1,984 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 32,284 Value ($000) $4,500 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 38,434 Value ($000) $4,523 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 36,626 Value ($000) $4,095 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 35,246 Value ($000) $3,568 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 28,652 Value ($000) $2,797 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 30,164 Value ($000) $3,404 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 24,099 Value ($000) $2,511 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 24,141 Value ($000) $2,655 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 22,287 Value ($000) $2,383 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 19,191 Value ($000) $1,833 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 17,577 Value ($000) $1,607 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 20,113 Value ($000) $1,767 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 17,482 Value ($000) $1,509 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 20,484 Value ($000) $1,364 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 20,204 Value ($000) $1,255 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 20,854 Value ($000) $1,208 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 20,904 Value ($000) $1,351 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 20,524 Value ($000) $1,224 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 21,214 Value ($000) $1,437 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 22,474 Value ($000) $1,361 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 22,259 Value ($000) $1,393 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 22,804 Value ($000) $1,374 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 23,014 Value ($000) $1,326 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 23,544 Value ($000) $1,429 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 24,964 Value ($000) $1,460 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 25,294 Value ($000) $1,307 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 24,114 Value ($000) $1,273 Avg Close $36.24 Range $32.83 - $39.86