JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 17,423 Value ($000) $5,614 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 15,056 Value ($000) $4,749 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 14,376 Value ($000) $4,168 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 13,227 Value ($000) $3,245 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 15,356 Value ($000) $3,681 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 16,461 Value ($000) $3,471 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 30,528 Value ($000) $6,175 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 30,642 Value ($000) $6,138 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 32,381 Value ($000) $5,508 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 23,704 Value ($000) $3,438 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 21,816 Value ($000) $3,173 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 20,550 Value ($000) $2,678 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 28,028 Value ($000) $3,759 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 29,244 Value ($000) $3,056 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 29,510 Value ($000) $3,323 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 28,434 Value ($000) $3,876 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 32,479 Value ($000) $5,143 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 34,360 Value ($000) $5,624 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 31,564 Value ($000) $4,909 Avg Close $139.74 Range $130.53 - $148.99
Q4 2020
Shares 32,509 Value ($000) $4,131 Avg Close $98.14 Range $82.75 - $111.83
Q2 2020
Shares 17,590 Value ($000) $1,655 Avg Close $81.74 Range $70.76 - $99.77
Q4 2019
Shares 13,020 Value ($000) $1,815 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 11,713 Value ($000) $1,379 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 12,900 Value ($000) $1,442 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 12,074 Value ($000) $1,222 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 11,688 Value ($000) $1,141 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 6,849 Value ($000) $773 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 7,352 Value ($000) $766 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 11,219 Value ($000) $1,234 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 10,306 Value ($000) $1,102 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 9,864 Value ($000) $942 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 9,628 Value ($000) $880 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 9,470 Value ($000) $832 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 8,732 Value ($000) $754 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 11,052 Value ($000) $736 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 10,981 Value ($000) $682 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 10,247 Value ($000) $607 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 5,199 Value ($000) $343 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 4,251 Value ($000) $259 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 3,236 Value ($000) $219 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 3,627 Value ($000) $220 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 2,095 Value ($000) $131 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 2,300 Value ($000) $139 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 2,250 Value ($000) $130 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 1,660 Value ($000) $101 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 1,173 Value ($000) $69 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 2,054 Value ($000) $106 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 3,180 Value ($000) $168 Avg Close $36.24 Range $32.83 - $39.86