JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Colonial Trust Advisors's Holding History (CIK: 0001567993)

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

Q4 2025
Shares 111,331 Value ($000) $35,873 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 110,636 Value ($000) $34,898 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 110,783 Value ($000) $32,117 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 111,636 Value ($000) $27,384 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 109,870 Value ($000) $26,337 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 112,256 Value ($000) $23,670 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 107,515 Value ($000) $21,746 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 106,828 Value ($000) $21,398 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 105,622 Value ($000) $17,966 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 107,163 Value ($000) $15,541 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 106,433 Value ($000) $15,480 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 106,893 Value ($000) $13,929 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 108,488 Value ($000) $14,548 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 107,857 Value ($000) $11,271 Avg Close $105.62 Range $96.10 - $114.36
Q4 2018
Shares 92,771 Value ($000) $9,056 Avg Close $87.53 Range $74.88 - $96.00
Q4 2014
Shares 61,332 Value ($000) $3,838 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 77,191 Value ($000) $4,650 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 78,266 Value ($000) $4,510 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 79,966 Value ($000) $4,855 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 80,148 Value ($000) $4,687 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 80,598 Value ($000) $4,166 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 79,875 Value ($000) $4,217 Avg Close $36.24 Range $32.83 - $39.86