JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Allworth Financial LP's Holding History (CIK: 0001555170)

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

Q4 2025
Shares 411,727 Value ($000) $132,667 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 367,126 Value ($000) $115,803 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 364,388 Value ($000) $105,640 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 335,592 Value ($000) $82,099 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 338,900 Value ($000) $89,077 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 271,337 Value ($000) $57,214 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 277,417 Value ($000) $58,197 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 85,772 Value ($000) $17,180 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 83,644 Value ($000) $14,228 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 82,789 Value ($000) $12,006 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 79,631 Value ($000) $11,582 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 82,950 Value ($000) $10,809 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 77,737 Value ($000) $10,425 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 73,556 Value ($000) $7,687 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 60,361 Value ($000) $6,797 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 53,995 Value ($000) $7,361 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 27,141 Value ($000) $4,298 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 25,617 Value ($000) $4,193 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 14,658 Value ($000) $2,280 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 19,134 Value ($000) $2,913 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 10,425 Value ($000) $1,325 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 10,155 Value ($000) $978 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 10,656 Value ($000) $1,002 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 25,141 Value ($000) $2,264 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 9,642 Value ($000) $1,344 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,650 Value ($000) $900 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 8,115 Value ($000) $907 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,007 Value ($000) $811 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 6,829 Value ($000) $667 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,056 Value ($000) $796 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 5,065 Value ($000) $528 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 3,443 Value ($000) $379 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 2,943 Value ($000) $315 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 2,143 Value ($000) $205 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 2,051 Value ($000) $187 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 1,536 Value ($000) $135 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 2,342 Value ($000) $202 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 2,295 Value ($000) $153 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 2,384 Value ($000) $148 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 2,353 Value ($000) $139 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 2,277 Value ($000) $150 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 1,374 Value ($000) $84 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 1,371 Value ($000) $93 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 1,497 Value ($000) $91 Avg Close $44.28 Range $40.58 - $47.07