JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Smith & Howard Wealth Management, LLC's Holding History (CIK: 0001543991)

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

Q4 2025
Shares 1,628 Value ($000) $525 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,628 Value ($000) $513 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,998 Value ($000) $579 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,998 Value ($000) $490 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,998 Value ($000) $479 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,023 Value ($000) $427 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,023 Value ($000) $409 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,837 Value ($000) $368 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,877 Value ($000) $319 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,891 Value ($000) $274 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,815 Value ($000) $264 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,869 Value ($000) $244 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,919 Value ($000) $257 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,044 Value ($000) $214 Avg Close $105.62 Range $96.10 - $114.36
Q1 2022
Shares 1,818 Value ($000) $248 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,839 Value ($000) $291 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,769 Value ($000) $290 Avg Close $140.29 Range $130.40 - $151.51
Q4 2019
Shares 1,619 Value ($000) $226 Avg Close $108.67 Range $93.67 - $118.72
Q3 2017
Shares 2,160 Value ($000) $206 Avg Close $73.66 Range $70.35 - $76.59
Q1 2016
Shares 3,846 Value ($000) $228 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 3,614 Value ($000) $239 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 3,566 Value ($000) $217 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 3,566 Value ($000) $242 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 3,566 Value ($000) $216 Avg Close $44.28 Range $40.58 - $47.07
Q4 2013
Shares 1,400 Value ($000) $82 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 2,025 Value ($000) $105 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 2,344 Value ($000) $124 Avg Close $36.24 Range $32.83 - $39.86