JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CAPTRUST FINANCIAL ADVISORS's Holding History (CIK: 0001512024)

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

Q4 2025
Shares 875,280 Value ($000) $282,033 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 871,509 Value ($000) $274,900 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 860,562 Value ($000) $249,486 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 858,155 Value ($000) $210,505 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 755,654 Value ($000) $181,138 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 734,375 Value ($000) $154,850 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 721,964 Value ($000) $146,024 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 721,792 Value ($000) $144,575 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 826,851 Value ($000) $140,647 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 745,970 Value ($000) $108,181 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 724,636 Value ($000) $105,391 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 712,728 Value ($000) $92,876 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 664,289 Value ($000) $89,081 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 659,016 Value ($000) $68,867 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 526,245 Value ($000) $59,260 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 447,306 Value ($000) $60,977 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 443,564 Value ($000) $70,238 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 413,612 Value ($000) $67,704 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 373,894 Value ($000) $58,156 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 371,366 Value ($000) $56,533 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 328,231 Value ($000) $41,708 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 385,151 Value ($000) $37,348 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 430,491 Value ($000) $40,148 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 360,560 Value ($000) $30,417 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 341,644 Value ($000) $48,203 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 188,782 Value ($000) $22,218 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 188,608 Value ($000) $21,086 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 146,256 Value ($000) $14,805 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 82,218 Value ($000) $8,026 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 81,879 Value ($000) $9,239 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 93,919 Value ($000) $9,786 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 75,219 Value ($000) $8,112 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 87,610 Value ($000) $9,369 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 6,206 Value ($000) $698 Avg Close $73.66 Range $70.35 - $76.59