JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 20,691 Value ($000) $6,667 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 20,945 Value ($000) $6,607 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,826 Value ($000) $5,748 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 19,973 Value ($000) $4,899 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 19,919 Value ($000) $4,775 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 19,691 Value ($000) $4,152 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 19,724 Value ($000) $3,989 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 17,084 Value ($000) $3,422 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 12,175 Value ($000) $2,071 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 12,521 Value ($000) $1,816 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 12,536 Value ($000) $1,823 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 30,255 Value ($000) $3,942 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 28,412 Value ($000) $3,810 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 20,818 Value ($000) $2,175 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 22,233 Value ($000) $2,504 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 25,081 Value ($000) $3,419 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 27,926 Value ($000) $4,422 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 23,089 Value ($000) $3,779 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 21,233 Value ($000) $3,303 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 21,249 Value ($000) $3,235 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 21,544 Value ($000) $2,738 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 20,860 Value ($000) $2,008 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 17,960 Value ($000) $1,689 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 16,305 Value ($000) $1,468 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 9,311 Value ($000) $1,298 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,192 Value ($000) $846 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 4,986 Value ($000) $557 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 4,978 Value ($000) $504 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 4,969 Value ($000) $485 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 3,912 Value ($000) $441 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 5,674 Value ($000) $591 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 6,974 Value ($000) $767 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 6,943 Value ($000) $742 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 6,973 Value ($000) $666 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 6,963 Value ($000) $636 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 6,609 Value ($000) $581 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 5,314 Value ($000) $459 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 4,338 Value ($000) $289 Avg Close $50.85 Range $45.82 - $52.95
Q4 2014
Shares 858 Value ($000) $367 Avg Close $44.70 Range $40.31 - $47.17