JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wharton Business Group, LLC's Holding History (CIK: 0001513126)

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

Q4 2025
Shares 162,578 Value ($000) $52,386 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 167,263 Value ($000) $52,760 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 194,443 Value ($000) $56 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 215,408 Value ($000) $53 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 215,835 Value ($000) $52 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 218,755 Value ($000) $46 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 196,624 Value ($000) $40 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 196,979 Value ($000) $39 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 199,128 Value ($000) $34 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 198,872 Value ($000) $29 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 183,525 Value ($000) $27 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 183,115 Value ($000) $24 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 183,065 Value ($000) $25 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 182,390 Value ($000) $19,060 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 180,844 Value ($000) $20,365 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 173,063 Value ($000) $23,592 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 171,896 Value ($000) $27,220 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 167,461 Value ($000) $27,412 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 157,821 Value ($000) $24,547 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 153,787 Value ($000) $23,411 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 151,959 Value ($000) $19,309 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 150,334 Value ($000) $14,473 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 124,882 Value ($000) $11,746 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 112,582 Value ($000) $10,136 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 88,920 Value ($000) $12,395 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 86,905 Value ($000) $10,228 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 86,951 Value ($000) $9,721 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 86,716 Value ($000) $8,778 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 86,506 Value ($000) $8,445 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 66,836 Value ($000) $7,542 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 66,877 Value ($000) $6,969 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 66,734 Value ($000) $7,339 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 67,047 Value ($000) $7,142 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 67,047 Value ($000) $6,404 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 67,011 Value ($000) $6,125 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 67,236 Value ($000) $5,906 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 68,897 Value ($000) $5,945 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 89,009 Value ($000) $5,927 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 89,444 Value ($000) $5,558 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 91,083 Value ($000) $5,394 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 91,749 Value ($000) $6,058 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 91,749 Value ($000) $5,594 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 91,572 Value ($000) $6,205 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 91,992 Value ($000) $5,573 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 96,597 Value ($000) $6,045 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 96,247 Value ($000) $5,798 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 94,542 Value ($000) $5,448 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 37,282 Value ($000) $2,263 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 37,282 Value ($000) $2,180 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 21,743 Value ($000) $1,124 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 22,738 Value ($000) $1,200 Avg Close $36.24 Range $32.83 - $39.86