JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 11,319 Value ($000) $3,647 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 11,979 Value ($000) $3,779 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 11,978 Value ($000) $3,472 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 12,004 Value ($000) $2,944 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 11,390 Value ($000) $2,730 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 11,887 Value ($000) $2,507 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 10,792 Value ($000) $2,183 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,033 Value ($000) $2,210 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,185 Value ($000) $1,903 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,801 Value ($000) $1,711 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 11,935 Value ($000) $1,736 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 11,888 Value ($000) $1,549 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 12,076 Value ($000) $2 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 12,578 Value ($000) $1,314 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 12,441 Value ($000) $1,401 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,393 Value ($000) $1,689 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 11,952 Value ($000) $1,893 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 10,609 Value ($000) $1,737 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 11,786 Value ($000) $1,833 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 11,379 Value ($000) $1,732 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 12,863 Value ($000) $1,635 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 11,844 Value ($000) $1,140 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 11,673 Value ($000) $1,098 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 11,356 Value ($000) $1,022 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 11,301 Value ($000) $1,575 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 9,602 Value ($000) $1,130 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 9,451 Value ($000) $1,057 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,085 Value ($000) $818 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 7,840 Value ($000) $765 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,839 Value ($000) $885 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 7,837 Value ($000) $817 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 7,837 Value ($000) $862 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 9,181 Value ($000) $982 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 8,882 Value ($000) $848 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 8,857 Value ($000) $810 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 4,889 Value ($000) $429 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 4,863 Value ($000) $420 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 322 Value ($000) $4,832 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 5,132 Value ($000) $319 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 5,154 Value ($000) $305 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 5,433 Value ($000) $359 Avg Close $49.68 Range $44.66 - $52.67
Q4 2014
Shares 5,000 Value ($000) $313 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 5,156 Value ($000) $311 Avg Close $43.13 Range $40.56 - $45.64
Q4 2013
Shares 5,235 Value ($000) $306 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 5,280 Value ($000) $273 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 5,280 Value ($000) $279 Avg Close $36.24 Range $32.83 - $39.86