JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 1,499,252 Value ($000) $483,089 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,460,896 Value ($000) $460,811 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,364,887 Value ($000) $395,695 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,335,043 Value ($000) $327,486 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,179,960 Value ($000) $282,848 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,139,115 Value ($000) $240,194 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,104,369 Value ($000) $223,370 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,067,415 Value ($000) $213,803 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,028,610 Value ($000) $174,967 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,147,696 Value ($000) $166,439 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,004,780 Value ($000) $146,135 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 961,712 Value ($000) $125,321 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 977,225 Value ($000) $131,046 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 875,479 Value ($000) $91,488 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 952,112 Value ($000) $107,217 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 744,971 Value ($000) $101,555 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 576,289 Value ($000) $91,255 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 575,756 Value ($000) $94,245 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 585,047 Value ($000) $90,998 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 605,221 Value ($000) $92,133 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 594,202 Value ($000) $75,505 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 571,638 Value ($000) $55,032 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 551,341 Value ($000) $51,859 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 525,304 Value ($000) $47,293 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 536,833 Value ($000) $74,835 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 544,454 Value ($000) $64,077 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 554,664 Value ($000) $62,011 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 511,455 Value ($000) $51,775 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 504,449 Value ($000) $49,244 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 486,865 Value ($000) $54,938 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 488,474 Value ($000) $50,899 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 451,600 Value ($000) $49,663 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 430,593 Value ($000) $46,048 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 418,941 Value ($000) $40,013 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 406,261 Value ($000) $37,132 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 381,522 Value ($000) $33,513 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 386,326 Value ($000) $33,336 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 373,689 Value ($000) $24,884 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 362,962 Value ($000) $22,554 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 341,944 Value ($000) $20,250 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 344,299 Value ($000) $22,734 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 299,509 Value ($000) $18,261 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 275,647 Value ($000) $18,678 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 240,921 Value ($000) $14,595 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 252,223 Value ($000) $15,784 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 221,357 Value ($000) $13,335 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 178,416 Value ($000) $10,280 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 152,267 Value ($000) $9,244 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 147,943 Value ($000) $8,652 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 139,686 Value ($000) $7,220 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 126,820 Value ($000) $6,695 Avg Close $36.24 Range $32.83 - $39.86