JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Chicago Partners Investment Group LLC's Holding History (CIK: 0001563525)

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

Q4 2025
Shares 87,232 Value ($000) $25,971 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 86,675 Value ($000) $26,467 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 84,731 Value ($000) $25,145 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 83,653 Value ($000) $20,862 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 82,549 Value ($000) $20,070 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 83,338 Value ($000) $18,619 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 84,505 Value ($000) $18,185 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 79,828 Value ($000) $15,338 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 78,785 Value ($000) $13,433 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 83,434 Value ($000) $11,764 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 88,486 Value ($000) $13,751 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 87,702 Value ($000) $12,342 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 81,334 Value ($000) $11,684 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 80,047 Value ($000) $10,516 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 77,162 Value ($000) $8,901 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 76,866 Value ($000) $9,231 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 75,808 Value ($000) $11,560 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 75,347 Value ($000) $12,629 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 75,048 Value ($000) $11,381 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 76,007 Value ($000) $11,444 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 33,844 Value ($000) $4,528 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 32,826 Value ($000) $3,395 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 51,927 Value ($000) $5,032 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 49,513 Value ($000) $4,713 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 28,593 Value ($000) $3,924 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 20,741 Value ($000) $2,593 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 19,747 Value ($000) $2,256 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 19,765 Value ($000) $2,243 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 23,497 Value ($000) $2,359 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 27,005 Value ($000) $2,831 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 21,597 Value ($000) $2,250 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 15,692 Value ($000) $1,726 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 15,038 Value ($000) $1,608 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 16,988 Value ($000) $1,623 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 3,120 Value ($000) $275 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 20,748 Value ($000) $1,823 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 21,262 Value ($000) $1,835 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 19,280 Value ($000) $1,284 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 21,138 Value ($000) $1,313 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 19,998 Value ($000) $1,184 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 19,856 Value ($000) $1,311 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 17,419 Value ($000) $1,062 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 16,884 Value ($000) $1,144 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 16,311 Value ($000) $1,021 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 16,932 Value ($000) $1,060 Avg Close $44.70 Range $40.31 - $47.17