JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 7,418 Value ($000) $2,390 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,324 Value ($000) $2,310 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 7,897 Value ($000) $2,290 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 7,862 Value ($000) $1,929 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 7,439 Value ($000) $1,783 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,981 Value ($000) $1,683 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,219 Value ($000) $1,056 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,296 Value ($000) $1,061 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,599 Value ($000) $952 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 6,571 Value ($000) $953 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,569 Value ($000) $955 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,256 Value ($000) $946 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 8,544 Value ($000) $1,146 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 9,039 Value ($000) $945 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 10,105 Value ($000) $1,138 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,162 Value ($000) $1,657 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 10,736 Value ($000) $1,700 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 7,556 Value ($000) $1,237 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 7,919 Value ($000) $1,232 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 6,724 Value ($000) $1,024 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 7,253 Value ($000) $922 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,004 Value ($000) $674 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 6,654 Value ($000) $626 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 5,529 Value ($000) $498 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,478 Value ($000) $764 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,772 Value ($000) $679 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 5,720 Value ($000) $639 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 5,720 Value ($000) $579 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 5,720 Value ($000) $558 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 6,186 Value ($000) $698 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 6,220 Value ($000) $648 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 6,425 Value ($000) $707 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 10,095 Value ($000) $1,080 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 7,257 Value ($000) $693 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 4,888 Value ($000) $447 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 7,968 Value ($000) $688 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 7,968 Value ($000) $688 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 9,028 Value ($000) $601 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 16,979 Value ($000) $1,055 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 8,997 Value ($000) $533 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 7,680 Value ($000) $508 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 6,793 Value ($000) $414 Avg Close $49.62 Range $37.93 - $53.49
Q1 2014
Shares 13,177 Value ($000) $799,966 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 16,448 Value ($000) $962 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 16,175 Value ($000) $836 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 13,017 Value ($000) $687,142 Avg Close $36.24 Range $32.83 - $39.86