JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 376,217 Value ($000) $121,224 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 356,996 Value ($000) $112,607 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 364,338 Value ($000) $105,625 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 370,378 Value ($000) $90,854 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 377,712 Value ($000) $90,541 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 382,120 Value ($000) $80,574 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 387,666 Value ($000) $78,409 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 447,841 Value ($000) $89,703 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 485,325 Value ($000) $82,554 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 639,198 Value ($000) $92,696 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 675,090 Value ($000) $98,185 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 707,023 Value ($000) $92,132 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 730,184 Value ($000) $97,918 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 736,286 Value ($000) $76,942 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 758,791 Value ($000) $85,447 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 724,837 Value ($000) $98,810 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 723,324 Value ($000) $114,538 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 724,921 Value ($000) $118,662 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 719,167 Value ($000) $111,859 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 717,107 Value ($000) $109,165 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 726,565 Value ($000) $92,325 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 757,526 Value ($000) $72,927 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 734,197 Value ($000) $69,059 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 706,717 Value ($000) $63,626 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 735,033 Value ($000) $102,464 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 702,137 Value ($000) $82,635 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 794,935 Value ($000) $88,874 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 748,921 Value ($000) $75,813 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 719,225 Value ($000) $70,211 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 703,680 Value ($000) $79,403 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 686,083 Value ($000) $71,490 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 692,361 Value ($000) $76,139 Avg Close $91.43 Range $83.98 - $96.37
Q3 2017
Shares 685,095 Value ($000) $65,433 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 674,049 Value ($000) $61,608 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 668,210 Value ($000) $58,696 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 697,772 Value ($000) $60,211 Avg Close $59.89 Range $51.67 - $68.65
Q2 2016
Shares 693,427 Value ($000) $42,992 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 680,459 Value ($000) $40,297 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 661,784 Value ($000) $43,698 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 676,588 Value ($000) $41,252 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 750,266 Value ($000) $50,838 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 743,529 Value ($000) $47,036 Avg Close $44.28 Range $40.58 - $47.07
Q2 2014
Shares 523,676 Value ($000) $30,174 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 484,936 Value ($000) $29,440 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 403,669 Value ($000) $23,607 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 587,821 Value ($000) $30,384 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 484,771 Value ($000) $25,591 Avg Close $36.24 Range $32.83 - $39.86