JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025

Shares 62,772 Value ($000) $20,226 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 65,437 Value ($000) $20,641 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 73,561 Value ($000) $21,326 Avg Close $252.67 Range $200.22 - $289.84

Q4 2024

Shares 107,394 Value ($000) $25,743 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 119,979 Value ($000) $25,051 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 141,404 Value ($000) $28,600 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 162,967 Value ($000) $23,633 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 148,444 Value ($000) $25,250 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 162,967 Value ($000) $23,633 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 159,130 Value ($000) $23,144 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 166,424 Value ($000) $21,687 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 157,808 Value ($000) $21,162 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 143,788 Value ($000) $15,028 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 107,570 Value ($000) $12,115 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 116,955 Value ($000) $15,947 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 106,865 Value ($000) $16,923 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 109,387 Value ($000) $17,878 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 98,662 Value ($000) $15,336 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 101,492 Value ($000) $15,377 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 65,096 Value ($000) $8,274 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 83,748 Value ($000) $8,022 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 72,049 Value ($000) $6,780 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 68,379 Value ($000) $6,157 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 71,739 Value ($000) $10,000 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 65,620 Value ($000) $7,725 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 65,721 Value ($000) $7,343 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 63,308 Value ($000) $6,408 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 58,259 Value ($000) $5,689 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 55,890 Value ($000) $6,308 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 55,479 Value ($000) $5,783 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 55,029 Value ($000) $6,055 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 62,489 Value ($000) $6,685 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 59,053 Value ($000) $5,643 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 54,312 Value ($000) $4,966 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 47,637 Value ($000) $4,186 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 48,038 Value ($000) $4,147 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 48,061 Value ($000) $2,525 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 48,546 Value ($000) $2,417 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 49,055 Value ($000) $2,358 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 45,009 Value ($000) $2,974 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 44,315 Value ($000) $2,704 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 35,956 Value ($000) $2,440 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 35,728 Value ($000) $2,164 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 63,172 Value ($000) $23,164 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 29,580 Value ($000) $1,782 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 59,920 Value ($000) $1,796,670 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 31,541 Value ($000) $1,915 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 29,168 Value ($000) $1,706 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 32,227 Value ($000) $1,666 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 27,035 Value ($000) $1,427 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	62,772	$20,226	$309.53	$290.54 - $330.86
Q3 2025	65,437	$20,641	$295.93	$278.95 - $316.47
Q2 2025	73,561	$21,326	$252.67	$200.22 - $289.84
Q4 2024	107,394	$25,743	$228.03	$198.89 - $249.04
Q3 2024	119,979	$25,051	$204.96	$185.80 - $219.46
Q2 2024	141,404	$28,600	$189.18	$173.46 - $199.28
Q1 2024	162,967	$23,633	$173.61	$158.11 - $193.16
Q4 2023	148,444	$25,250	$144.89	$129.30 - $163.25
Q3 2023	162,967	$23,633	$142.31	$134.29 - $151.32
Q2 2023	159,130	$23,144	$129.66	$119.02 - $137.67
Q1 2023	166,424	$21,687	$128.16	$115.18 - $135.05
Q4 2022	157,808	$21,162	$117.65	$94.06 - $128.78
Q3 2022	143,788	$15,028	$105.62	$96.10 - $114.36
Q2 2022	107,570	$12,115	$113.02	$101.22 - $124.46
Q1 2022	116,955	$15,947	$133.66	$115.27 - $153.80
Q4 2021	106,865	$16,923	$147.83	$136.71 - $155.72
Q3 2021	109,387	$17,878	$140.29	$130.40 - $151.51
Q2 2021	98,662	$15,336	$139.74	$130.53 - $148.99
Q1 2021	101,492	$15,377	$127.25	$109.49 - $143.03
Q4 2020	65,096	$8,274	$98.14	$82.75 - $111.83
Q3 2020	83,748	$8,022	$85.44	$79.00 - $92.62
Q2 2020	72,049	$6,780	$81.74	$70.76 - $99.77
Q1 2020	68,379	$6,157	$103.61	$65.60 - $120.06
Q4 2019	71,739	$10,000	$108.67	$93.67 - $118.72
Q3 2019	65,620	$7,725	$95.08	$87.73 - $101.23
Q2 2019	65,721	$7,343	$92.02	$84.61 - $97.81
Q1 2019	63,308	$6,408	$85.34	$78.85 - $89.81
Q4 2018	58,259	$5,689	$87.53	$74.88 - $96.00
Q3 2018	55,890	$6,308	$92.63	$83.41 - $97.31
Q2 2018	55,479	$5,783	$89.02	$83.70 - $93.47
Q1 2018	55,029	$6,055	$91.43	$83.98 - $96.37
Q4 2017	62,489	$6,685	$81.33	$76.25 - $87.14
Q3 2017	59,053	$5,643	$73.66	$70.35 - $76.59
Q2 2017	54,312	$4,966	$68.54	$64.85 - $73.60
Q1 2017	47,637	$4,186	$69.68	$65.58 - $74.23
Q4 2016	48,038	$4,147	$59.89	$51.67 - $68.65
Q3 2016	48,061	$2,525	$50.85	$45.82 - $52.95
Q2 2016	48,546	$2,417	$48.33	$44.15 - $51.23
Q1 2016	49,055	$2,358	$44.86	$40.33 - $49.26
Q4 2015	45,009	$2,974	$49.68	$44.66 - $52.67
Q3 2015	44,315	$2,704	$49.62	$37.93 - $53.49
Q2 2015	35,956	$2,440	$49.14	$44.89 - $52.55
Q1 2015	35,728	$2,164	$44.28	$40.58 - $47.07
Q4 2014	63,172	$23,164	$44.70	$40.31 - $47.17
Q3 2014	29,580	$1,782	$43.13	$40.56 - $45.64
Q2 2014	59,920	$1,796,670	$41.19	$38.82 - $44.74
Q1 2014	31,541	$1,915	$42.08	$39.47 - $44.77
Q4 2013	29,168	$1,706	$39.63	$36.35 - $42.36
Q3 2013	32,227	$1,666	$38.52	$35.95 - $40.89
Q2 2013	27,035	$1,427	$36.24	$32.83 - $39.86