JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025

Shares 74,950 Value ($000) $24,150 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 75,515 Value ($000) $23,820 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 76,086 Value ($000) $22,058 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 69,848 Value ($000) $17,134 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 80,851 Value ($000) $19,381 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 81,409 Value ($000) $17,166 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 80,097 Value ($000) $16,201 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 94,496 Value ($000) $18,927 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 96,598 Value ($000) $16,431 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 99,094 Value ($000) $14,370 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 102,246 Value ($000) $14,871 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 111,667 Value ($000) $14,551 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 114,125 Value ($000) $15,304 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 112,106 Value ($000) $11,715 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 114,659 Value ($000) $12,912 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 132,438 Value ($000) $18,054 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 125,230 Value ($000) $19,830 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 123,781 Value ($000) $20,262 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 90,761 Value ($000) $14,117 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 92,571 Value ($000) $14,092 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 92,629 Value ($000) $11,770 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 88,870 Value ($000) $8,556 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 65,943 Value ($000) $6,203 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 63,535 Value ($000) $5,720 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 40,694 Value ($000) $5,673 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 39,661 Value ($000) $4,668 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 37,840 Value ($000) $4,231 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 37,624 Value ($000) $3,809 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 34,102 Value ($000) $3,329 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 30,996 Value ($000) $3,498 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 28,670 Value ($000) $2,987 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 7,965 Value ($000) $876 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 7,805 Value ($000) $835 Avg Close $81.33 Range $76.25 - $87.14

Q2 2017

Shares 6,207 Value ($000) $567 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 6,146 Value ($000) $540 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 6,071 Value ($000) $524 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 6,196 Value ($000) $392 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 4,851 Value ($000) $301 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 4,527 Value ($000) $268 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 5,621 Value ($000) $371 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 4,650 Value ($000) $283 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 3,666 Value ($000) $248 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 4,060 Value ($000) $257 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 4,546 Value ($000) $284 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 4,640 Value ($000) $279 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 5,233 Value ($000) $302 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 5,387 Value ($000) $327 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 4,897 Value ($000) $286 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 4,448 Value ($000) $230 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 5,127 Value ($000) $271 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	74,950	$24,150	$309.53	$290.54 - $330.86
Q3 2025	75,515	$23,820	$295.93	$278.95 - $316.47
Q2 2025	76,086	$22,058	$252.67	$200.22 - $289.84
Q1 2025	69,848	$17,134	$250.91	$220.72 - $275.86
Q4 2024	80,851	$19,381	$228.03	$198.89 - $249.04
Q3 2024	81,409	$17,166	$204.96	$185.80 - $219.46
Q2 2024	80,097	$16,201	$189.18	$173.46 - $199.28
Q1 2024	94,496	$18,927	$173.61	$158.11 - $193.16
Q4 2023	96,598	$16,431	$144.89	$129.30 - $163.25
Q3 2023	99,094	$14,370	$142.31	$134.29 - $151.32
Q2 2023	102,246	$14,871	$129.66	$119.02 - $137.67
Q1 2023	111,667	$14,551	$128.16	$115.18 - $135.05
Q4 2022	114,125	$15,304	$117.65	$94.06 - $128.78
Q3 2022	112,106	$11,715	$105.62	$96.10 - $114.36
Q2 2022	114,659	$12,912	$113.02	$101.22 - $124.46
Q1 2022	132,438	$18,054	$133.66	$115.27 - $153.80
Q4 2021	125,230	$19,830	$147.83	$136.71 - $155.72
Q3 2021	123,781	$20,262	$140.29	$130.40 - $151.51
Q2 2021	90,761	$14,117	$139.74	$130.53 - $148.99
Q1 2021	92,571	$14,092	$127.25	$109.49 - $143.03
Q4 2020	92,629	$11,770	$98.14	$82.75 - $111.83
Q3 2020	88,870	$8,556	$85.44	$79.00 - $92.62
Q2 2020	65,943	$6,203	$81.74	$70.76 - $99.77
Q1 2020	63,535	$5,720	$103.61	$65.60 - $120.06
Q4 2019	40,694	$5,673	$108.67	$93.67 - $118.72
Q3 2019	39,661	$4,668	$95.08	$87.73 - $101.23
Q2 2019	37,840	$4,231	$92.02	$84.61 - $97.81
Q1 2019	37,624	$3,809	$85.34	$78.85 - $89.81
Q4 2018	34,102	$3,329	$87.53	$74.88 - $96.00
Q3 2018	30,996	$3,498	$92.63	$83.41 - $97.31
Q2 2018	28,670	$2,987	$89.02	$83.70 - $93.47
Q1 2018	7,965	$876	$91.43	$83.98 - $96.37
Q4 2017	7,805	$835	$81.33	$76.25 - $87.14
Q2 2017	6,207	$567	$68.54	$64.85 - $73.60
Q1 2017	6,146	$540	$69.68	$65.58 - $74.23
Q4 2016	6,071	$524	$59.89	$51.67 - $68.65
Q3 2016	6,196	$392	$50.85	$45.82 - $52.95
Q2 2016	4,851	$301	$48.33	$44.15 - $51.23
Q1 2016	4,527	$268	$44.86	$40.33 - $49.26
Q4 2015	5,621	$371	$49.68	$44.66 - $52.67
Q3 2015	4,650	$283	$49.62	$37.93 - $53.49
Q2 2015	3,666	$248	$49.14	$44.89 - $52.55
Q1 2015	4,060	$257	$44.28	$40.58 - $47.07
Q4 2014	4,546	$284	$44.70	$40.31 - $47.17
Q3 2014	4,640	$279	$43.13	$40.56 - $45.64
Q2 2014	5,233	$302	$41.19	$38.82 - $44.74
Q1 2014	5,387	$327	$42.08	$39.47 - $44.77
Q4 2013	4,897	$286	$39.63	$36.35 - $42.36
Q3 2013	4,448	$230	$38.52	$35.95 - $40.89
Q2 2013	5,127	$271	$36.24	$32.83 - $39.86