JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Atria Investments, Inc's Holding History (CIK: 0001535865)

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

Q4 2025

Shares 215,046 Value ($000) $69,292 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 222,214 Value ($000) $70,093 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 238,357 Value ($000) $69,102 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 247,679 Value ($000) $60,756 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 263,442 Value ($000) $63,150 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 267,271 Value ($000) $56,357 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 274,688 Value ($000) $55,558 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 268,340 Value ($000) $53,740 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 276,782 Value ($000) $47,077 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 270,852 Value ($000) $39,280 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 248,603 Value ($000) $36,158 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 229,580 Value ($000) $29,920 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 220,228 Value ($000) $29,535 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 210,486 Value ($000) $21,996 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 197,940 Value ($000) $22,290 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 191,436 Value ($000) $26,097 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 183,071 Value ($000) $28,989 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 166,255 Value ($000) $27,214 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 148,131 Value ($000) $23,040 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 139,547 Value ($000) $21,243 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 143,355 Value ($000) $18,216 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 141,807 Value ($000) $13,652 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 142,332 Value ($000) $13,388 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 132,625 Value ($000) $11,940 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 110,563 Value ($000) $15,413 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 76,115 Value ($000) $8,958 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 57,505 Value ($000) $6,144 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 43,961 Value ($000) $4,450 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 52,645 Value ($000) $5,139 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 51,014 Value ($000) $5,756 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 47,412 Value ($000) $4,940 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 46,591 Value ($000) $5,124 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 45,730 Value ($000) $4,890 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 37,936 Value ($000) $3,623 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 36,622 Value ($000) $3,347 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 36,967 Value ($000) $3,247 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 34,473 Value ($000) $2,975 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 31,410 Value ($000) $2,092 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 27,715 Value ($000) $1,721 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 19,798 Value ($000) $1,172 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 17,773 Value ($000) $1,047 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 12,052 Value ($000) $735 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 10,659 Value ($000) $722 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 10,778 Value ($000) $653 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 14,212 Value ($000) $889 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 14,931 Value ($000) $899 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 15,193 Value ($000) $875 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 15,771 Value ($000) $957 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 15,876 Value ($000) $928 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 17,015 Value ($000) $879 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 18,865 Value ($000) $996 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	215,046	$69,292	$309.53	$290.54 - $330.86
Q3 2025	222,214	$70,093	$295.93	$278.95 - $316.47
Q2 2025	238,357	$69,102	$252.67	$200.22 - $289.84
Q1 2025	247,679	$60,756	$250.91	$220.72 - $275.86
Q4 2024	263,442	$63,150	$228.03	$198.89 - $249.04
Q3 2024	267,271	$56,357	$204.96	$185.80 - $219.46
Q2 2024	274,688	$55,558	$189.18	$173.46 - $199.28
Q1 2024	268,340	$53,740	$173.61	$158.11 - $193.16
Q4 2023	276,782	$47,077	$144.89	$129.30 - $163.25
Q3 2023	270,852	$39,280	$142.31	$134.29 - $151.32
Q2 2023	248,603	$36,158	$129.66	$119.02 - $137.67
Q1 2023	229,580	$29,920	$128.16	$115.18 - $135.05
Q4 2022	220,228	$29,535	$117.65	$94.06 - $128.78
Q3 2022	210,486	$21,996	$105.62	$96.10 - $114.36
Q2 2022	197,940	$22,290	$113.02	$101.22 - $124.46
Q1 2022	191,436	$26,097	$133.66	$115.27 - $153.80
Q4 2021	183,071	$28,989	$147.83	$136.71 - $155.72
Q3 2021	166,255	$27,214	$140.29	$130.40 - $151.51
Q2 2021	148,131	$23,040	$139.74	$130.53 - $148.99
Q1 2021	139,547	$21,243	$127.25	$109.49 - $143.03
Q4 2020	143,355	$18,216	$98.14	$82.75 - $111.83
Q3 2020	141,807	$13,652	$85.44	$79.00 - $92.62
Q2 2020	142,332	$13,388	$81.74	$70.76 - $99.77
Q1 2020	132,625	$11,940	$103.61	$65.60 - $120.06
Q4 2019	110,563	$15,413	$108.67	$93.67 - $118.72
Q3 2019	76,115	$8,958	$95.08	$87.73 - $101.23
Q2 2019	57,505	$6,144	$92.02	$84.61 - $97.81
Q1 2019	43,961	$4,450	$85.34	$78.85 - $89.81
Q4 2018	52,645	$5,139	$87.53	$74.88 - $96.00
Q3 2018	51,014	$5,756	$92.63	$83.41 - $97.31
Q2 2018	47,412	$4,940	$89.02	$83.70 - $93.47
Q1 2018	46,591	$5,124	$91.43	$83.98 - $96.37
Q4 2017	45,730	$4,890	$81.33	$76.25 - $87.14
Q3 2017	37,936	$3,623	$73.66	$70.35 - $76.59
Q2 2017	36,622	$3,347	$68.54	$64.85 - $73.60
Q1 2017	36,967	$3,247	$69.68	$65.58 - $74.23
Q4 2016	34,473	$2,975	$59.89	$51.67 - $68.65
Q3 2016	31,410	$2,092	$50.85	$45.82 - $52.95
Q2 2016	27,715	$1,721	$48.33	$44.15 - $51.23
Q1 2016	19,798	$1,172	$44.86	$40.33 - $49.26
Q4 2015	17,773	$1,047	$49.68	$44.66 - $52.67
Q3 2015	12,052	$735	$49.62	$37.93 - $53.49
Q2 2015	10,659	$722	$49.14	$44.89 - $52.55
Q1 2015	10,778	$653	$44.28	$40.58 - $47.07
Q4 2014	14,212	$889	$44.70	$40.31 - $47.17
Q3 2014	14,931	$899	$43.13	$40.56 - $45.64
Q2 2014	15,193	$875	$41.19	$38.82 - $44.74
Q1 2014	15,771	$957	$42.08	$39.47 - $44.77
Q4 2013	15,876	$928	$39.63	$36.35 - $42.36
Q3 2013	17,015	$879	$38.52	$35.95 - $40.89
Q2 2013	18,865	$996	$36.24	$32.83 - $39.86