JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Ascent Wealth Partners, LLC's Holding History (CIK: 0001546865)

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

Q4 2025
Shares 49,493 Value ($000) $15,948 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 50,065 Value ($000) $15,792 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 50,261 Value ($000) $14,571 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 52,787 Value ($000) $12,949 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 50,104 Value ($000) $12,010 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 51,029 Value ($000) $10,760 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 51,640 Value ($000) $10,445 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 52,143 Value ($000) $10,444 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 51,810 Value ($000) $8,813 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 51,479 Value ($000) $7,465 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 52,552 Value ($000) $7,543 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 47,830 Value ($000) $6,143 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 46,842 Value ($000) $6,282 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 47,351 Value ($000) $4,948 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 51,395 Value ($000) $5,811 Avg Close $113.02 Range $101.22 - $124.46