JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 382,891 Value ($000) $123,375 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 390,461 Value ($000) $123,163 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 431,284 Value ($000) $125,033 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 427,625 Value ($000) $104,896 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 437,097 Value ($000) $104,777 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 433,596 Value ($000) $91,428 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 407,218 Value ($000) $82,364 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 412,427 Value ($000) $82,609 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 425,779 Value ($000) $72,425 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 175,674 Value ($000) $25,476 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 172,154 Value ($000) $25,038 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 129,327 Value ($000) $16,853 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 126,516 Value ($000) $17,665 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 141,743 Value ($000) $14,812 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 137,541 Value ($000) $15,489 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 91,948 Value ($000) $12,534 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 89,896 Value ($000) $14,235 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 87,692 Value ($000) $14,354 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 85,854 Value ($000) $13,354 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 84,295 Value ($000) $12,832 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 73,894 Value ($000) $9,390 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 67,245 Value ($000) $6,474 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 69,376 Value ($000) $6,525 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 75,016 Value ($000) $6,754 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 75,534 Value ($000) $10,529 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 87,766 Value ($000) $10,329 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 99,975 Value ($000) $11,177 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 100,769 Value ($000) $10,201 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 99,947 Value ($000) $9,757 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 97,214 Value ($000) $10,970 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 96,433 Value ($000) $10,048 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 78,603 Value ($000) $8,644 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 107,156 Value ($000) $11,459 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 95,422 Value ($000) $9,114 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 87,203 Value ($000) $7,970 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 75,687 Value ($000) $6,648 Avg Close $69.68 Range $65.58 - $74.23