JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 215,461 Value ($000) $69,426 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 222,193 Value ($000) $70,086 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 226,505 Value ($000) $65,666 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 229,114 Value ($000) $56,202 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 233,473 Value ($000) $55,966 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 235,776 Value ($000) $49,716 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 242,244 Value ($000) $48,996 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 249,336 Value ($000) $49,942 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 256,196 Value ($000) $43,579 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 260,705 Value ($000) $37,807 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 269,497 Value ($000) $39,196 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 22,064 Value ($000) $2,875 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 21,494 Value ($000) $2,882 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 19,880 Value ($000) $2,077 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 21,389 Value ($000) $2,409 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 20,018 Value ($000) $2,729 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 39,735 Value ($000) $6,292 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 11,516 Value ($000) $1,885 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 11,067 Value ($000) $1,721 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 9,975 Value ($000) $1,518 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 10,086 Value ($000) $1,282 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,536 Value ($000) $725 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,525 Value ($000) $708 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,700 Value ($000) $693 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,981 Value ($000) $834 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 4,880 Value ($000) $574 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 4,779 Value ($000) $534 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 4,657 Value ($000) $471 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 5,227 Value ($000) $510 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 4,186 Value ($000) $472 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 3,832 Value ($000) $399 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 3,757 Value ($000) $413 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,416 Value ($000) $472 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 3,587 Value ($000) $343 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 3,528 Value ($000) $322 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 3,783 Value ($000) $332 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 3,782 Value ($000) $326 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 3,321 Value ($000) $221 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 3,947 Value ($000) $245 Avg Close $48.33 Range $44.15 - $51.23