JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Prospera Financial Services Inc's Holding History (CIK: 0001541625)

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

Q4 2025

Shares 233,284 Value ($000) $75,198 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 239,509 Value ($000) $75,577 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 222,489 Value ($000) $64,524 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 178,789 Value ($000) $43,869 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 172,581 Value ($000) $41,384 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 153,395 Value ($000) $32,357 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 143,223 Value ($000) $28,978 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 136,157 Value ($000) $27,283 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 136,029 Value ($000) $23,139 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 135,093 Value ($000) $19,599 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 134,487 Value ($000) $19,568 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 121,200 Value ($000) $15,799 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 89,104 Value ($000) $11,949 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 119,088 Value ($000) $12,450 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 112,413 Value ($000) $12,667 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 100,828 Value ($000) $13,754 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 111,325 Value ($000) $17,630 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 96,269 Value ($000) $15,761 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 92,525 Value ($000) $14,395 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 89,203 Value ($000) $13,582 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 76,835 Value ($000) $9,767 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 19,523 Value ($000) $1,880 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 71,125 Value ($000) $6,690 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 59,968 Value ($000) $5,399 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 53,338 Value ($000) $7,435 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 41,689 Value ($000) $4,906 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 38,490 Value ($000) $4,330 Avg Close $92.02 Range $84.61 - $97.81

Q4 2018

Shares 29,210 Value ($000) $2,879 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 26,880 Value ($000) $2,990 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 35,392 Value ($000) $3,680 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 35,289 Value ($000) $3,896 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 31,028 Value ($000) $3,346 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 34,677 Value ($000) $3,325 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 18,209 Value ($000) $1,689 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 17,276 Value ($000) $1,502 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 17,763 Value ($000) $1,531 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 13,875 Value ($000) $924 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 12,596 Value ($000) $783 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 11,759 Value ($000) $702 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 10,801 Value ($000) $713 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 8,289 Value ($000) $457 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 5,849 Value ($000) $342 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 6,067 Value ($000) $319 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 4,845 Value ($000) $303 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 4,642 Value ($000) $231 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 4,794 Value ($000) $276 Avg Close $41.19 Range $38.82 - $44.74

Q4 2013

Shares 4,274 Value ($000) $250 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 6,013 Value ($000) $312 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 6,579 Value ($000) $345 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	233,284	$75,198	$309.53	$290.54 - $330.86
Q3 2025	239,509	$75,577	$295.93	$278.95 - $316.47
Q2 2025	222,489	$64,524	$252.67	$200.22 - $289.84
Q1 2025	178,789	$43,869	$250.91	$220.72 - $275.86
Q4 2024	172,581	$41,384	$228.03	$198.89 - $249.04
Q3 2024	153,395	$32,357	$204.96	$185.80 - $219.46
Q2 2024	143,223	$28,978	$189.18	$173.46 - $199.28
Q1 2024	136,157	$27,283	$173.61	$158.11 - $193.16
Q4 2023	136,029	$23,139	$144.89	$129.30 - $163.25
Q3 2023	135,093	$19,599	$142.31	$134.29 - $151.32
Q2 2023	134,487	$19,568	$129.66	$119.02 - $137.67
Q1 2023	121,200	$15,799	$128.16	$115.18 - $135.05
Q4 2022	89,104	$11,949	$117.65	$94.06 - $128.78
Q3 2022	119,088	$12,450	$105.62	$96.10 - $114.36
Q2 2022	112,413	$12,667	$113.02	$101.22 - $124.46
Q1 2022	100,828	$13,754	$133.66	$115.27 - $153.80
Q4 2021	111,325	$17,630	$147.83	$136.71 - $155.72
Q3 2021	96,269	$15,761	$140.29	$130.40 - $151.51
Q2 2021	92,525	$14,395	$139.74	$130.53 - $148.99
Q1 2021	89,203	$13,582	$127.25	$109.49 - $143.03
Q4 2020	76,835	$9,767	$98.14	$82.75 - $111.83
Q3 2020	19,523	$1,880	$85.44	$79.00 - $92.62
Q2 2020	71,125	$6,690	$81.74	$70.76 - $99.77
Q1 2020	59,968	$5,399	$103.61	$65.60 - $120.06
Q4 2019	53,338	$7,435	$108.67	$93.67 - $118.72
Q3 2019	41,689	$4,906	$95.08	$87.73 - $101.23
Q2 2019	38,490	$4,330	$92.02	$84.61 - $97.81
Q4 2018	29,210	$2,879	$87.53	$74.88 - $96.00
Q3 2018	26,880	$2,990	$92.63	$83.41 - $97.31
Q2 2018	35,392	$3,680	$89.02	$83.70 - $93.47
Q1 2018	35,289	$3,896	$91.43	$83.98 - $96.37
Q4 2017	31,028	$3,346	$81.33	$76.25 - $87.14
Q3 2017	34,677	$3,325	$73.66	$70.35 - $76.59
Q2 2017	18,209	$1,689	$68.54	$64.85 - $73.60
Q1 2017	17,276	$1,502	$69.68	$65.58 - $74.23
Q4 2016	17,763	$1,531	$59.89	$51.67 - $68.65
Q3 2016	13,875	$924	$50.85	$45.82 - $52.95
Q2 2016	12,596	$783	$48.33	$44.15 - $51.23
Q1 2016	11,759	$702	$44.86	$40.33 - $49.26
Q4 2015	10,801	$713	$49.68	$44.66 - $52.67
Q3 2015	8,289	$457	$49.62	$37.93 - $53.49
Q2 2015	5,849	$342	$49.14	$44.89 - $52.55
Q1 2015	6,067	$319	$44.28	$40.58 - $47.07
Q4 2014	4,845	$303	$44.70	$40.31 - $47.17
Q3 2014	4,642	$231	$43.13	$40.56 - $45.64
Q2 2014	4,794	$276	$41.19	$38.82 - $44.74
Q4 2013	4,274	$250	$39.63	$36.35 - $42.36
Q3 2013	6,013	$312	$38.52	$35.95 - $40.89
Q2 2013	6,579	$345	$36.24	$32.83 - $39.86