JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WEALTHCARE CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001516450)

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

Q4 2025
Shares 2,229 Value ($000) $718 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,229 Value ($000) $703 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 749 Value ($000) $217 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,353 Value ($000) $332 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,101 Value ($000) $264 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 953 Value ($000) $201 Avg Close $204.96 Range $185.80 - $219.46
Q1 2021
Shares 828 Value ($000) $126 Avg Close $127.25 Range $109.49 - $143.03
Q1 2020
Shares 294 Value ($000) $26 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 472 Value ($000) $66 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 230 Value ($000) $27 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 230 Value ($000) $26 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 230 Value ($000) $23 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 230 Value ($000) $22 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 230 Value ($000) $26 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 346 Value ($000) $36 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 206 Value ($000) $23 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 116 Value ($000) $12 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 116 Value ($000) $11 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 116 Value ($000) $11 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 116 Value ($000) $10 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 116 Value ($000) $10 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 128 Value ($000) $9 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 128 Value ($000) $8 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 116 Value ($000) $7 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 116 Value ($000) $8 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 839 Value ($000) $51 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 929 Value ($000) $63 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 2,718 Value ($000) $165 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 748 Value ($000) $47 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 891 Value ($000) $54 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 723 Value ($000) $42 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 723 Value ($000) $44 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 723 Value ($000) $42 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 723 Value ($000) $37 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 774 Value ($000) $41 Avg Close $36.24 Range $32.83 - $39.86