JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Charles Schwab Investment Advisory, Inc.'s Holding History (CIK: 0001501902)

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

Q1 2024
Shares 2,580 Value ($000) $517 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,500 Value ($000) $425 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,472 Value ($000) $358 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,513 Value ($000) $366 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,287 Value ($000) $298 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,952 Value ($000) $262 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,129 Value ($000) $222 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 1,936 Value ($000) $218 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,661 Value ($000) $226 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,610 Value ($000) $255 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,607 Value ($000) $263 Avg Close $140.29 Range $130.40 - $151.51
Q4 2019
Shares 2,796,694 Value ($000) $389,859 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,781,619 Value ($000) $327,369 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 2,744,618 Value ($000) $306,848 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 2,702,502 Value ($000) $273,574 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 2,676,486 Value ($000) $261,279 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 2,670,592 Value ($000) $301,350 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,676,544 Value ($000) $278,896 Avg Close $89.02 Range $83.70 - $93.47