JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 318,878 Value ($000) $102,749 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 227,851 Value ($000) $71,871 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 221,884 Value ($000) $64,326 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 218,223 Value ($000) $53,530 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 160,295 Value ($000) $38,424 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 123,869 Value ($000) $26,119 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 117,971 Value ($000) $23,861 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 78,232 Value ($000) $15,670 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 45,645 Value ($000) $7,764 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 40,710 Value ($000) $5,904 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 24,197 Value ($000) $3,519 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 39,879 Value ($000) $5,197 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 15,403 Value ($000) $2,065 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 14,452 Value ($000) $1,510 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 11,675 Value ($000) $1,315 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 11,181 Value ($000) $1,524 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 11,539 Value ($000) $1,776 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 11,329 Value ($000) $1,899 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 10,757 Value ($000) $1,721 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 7,912 Value ($000) $1,272 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 7,446 Value ($000) $1,037 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,027 Value ($000) $689 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 6,356 Value ($000) $651 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 6,576 Value ($000) $592 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,619 Value ($000) $773 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,953 Value ($000) $701 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,084 Value ($000) $680 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 5,101 Value ($000) $516 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 4,593 Value ($000) $448 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 13,965 Value ($000) $1,576 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 13,964 Value ($000) $1,455 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 13,085 Value ($000) $1,439 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 17,560 Value ($000) $1,878 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 16,689 Value ($000) $1,594 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 15,990 Value ($000) $1,461 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 16,098 Value ($000) $1,414 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 8,525 Value ($000) $736 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 5,962 Value ($000) $397 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 4,469 Value ($000) $278 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 4,254 Value ($000) $252 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 10,918 Value ($000) $721 Avg Close $49.68 Range $44.66 - $52.67
Q4 2014
Shares 400 Value ($000) $25 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 9,901 Value ($000) $596 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 9,901 Value ($000) $570 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 9,901 Value ($000) $601 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 22,117 Value ($000) $1,293 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 13,358 Value ($000) $690 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 12,640 Value ($000) $667 Avg Close $36.24 Range $32.83 - $39.86