JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CapWealth Advisors, LLC's Holding History (CIK: 0001531809)

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

Q4 2025
Shares 2,942 Value ($000) $948 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,920 Value ($000) $921 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,937 Value ($000) $851 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,899 Value ($000) $711 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,893 Value ($000) $693 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,869 Value ($000) $605 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,302 Value ($000) $466 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,252 Value ($000) $451 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,252 Value ($000) $383 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 6,315 Value ($000) $916 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,395 Value ($000) $930 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 6,713 Value ($000) $875 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,585 Value ($000) $883 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 6,360 Value ($000) $665 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 6,719 Value ($000) $757 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 8,767 Value ($000) $1,195 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 8,827 Value ($000) $1,398 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 8,828 Value ($000) $1,445 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 10,265 Value ($000) $1,597 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 10,205 Value ($000) $1,554 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 79,360 Value ($000) $10,084 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 77,398 Value ($000) $7,451 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 75,006 Value ($000) $7,055 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 68,705 Value ($000) $6,186 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 70,297 Value ($000) $9,799 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 70,022 Value ($000) $8,241 Avg Close $95.08 Range $87.73 - $101.23
Q1 2019
Shares 62,306 Value ($000) $6,307 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 60,109 Value ($000) $5,868 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 54,404 Value ($000) $6,139 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 53,511 Value ($000) $5,576 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 51,450 Value ($000) $5,658 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 51,760 Value ($000) $5,535 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 50,897 Value ($000) $4,861 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 50,171 Value ($000) $4,586 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 43,504 Value ($000) $3,821 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 43,706 Value ($000) $3,771 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 43,854 Value ($000) $2,920 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 38,732 Value ($000) $2,407 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 39,421 Value ($000) $2,334 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 38,831 Value ($000) $2,564 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 39,380 Value ($000) $2,401 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 46,286 Value ($000) $3,136 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 48,319 Value ($000) $2,927 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 49,183 Value ($000) $3,078 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 49,990 Value ($000) $3,011 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 51,856 Value ($000) $2,988 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 61,509 Value ($000) $3,734 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 62,140 Value ($000) $3,634 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 68,618 Value ($000) $3,547 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 68,681 Value ($000) $3,626 Avg Close $36.24 Range $32.83 - $39.86