JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

M Holdings Securities, Inc.'s Holding History (CIK: 0001569638)

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

Q4 2025
Shares 75,092 Value ($000) $24 Avg Close $309.53 Range $290.54 - $330.86
Q2 2025
Shares 33,168 Value ($000) $10 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 26,263 Value ($000) $6 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 25,828 Value ($000) $6 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 26,861 Value ($000) $6 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 82,558 Value ($000) $17 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 25,566 Value ($000) $5 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 32,807 Value ($000) $6 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 28,504 Value ($000) $4 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,195 Value ($000) $1 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 29,602 Value ($000) $4 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 39,874 Value ($000) $5 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 39,899 Value ($000) $4,169 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 40,155 Value ($000) $4,522 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 39,038 Value ($000) $5,322 Avg Close $133.66 Range $115.27 - $153.80
Q2 2021
Shares 47,144 Value ($000) $7,333 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 50,868 Value ($000) $7,744 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 34,783 Value ($000) $4,420 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 34,019 Value ($000) $3,275 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 32,864 Value ($000) $3,091 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 50,149 Value ($000) $4,515 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 30,092 Value ($000) $4,195 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 31,900 Value ($000) $3,754 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 32,866 Value ($000) $3,674 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 58,883 Value ($000) $5,961 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 30,075 Value ($000) $2,936 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 31,567 Value ($000) $3,562 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 31,220 Value ($000) $3,253 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 27,834 Value ($000) $3,061 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 28,075 Value ($000) $3,002 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 27,640 Value ($000) $2,640 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 27,521 Value ($000) $2,515 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 28,954 Value ($000) $2,543 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 29,989 Value ($000) $2,588 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 30,139 Value ($000) $2,007 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 30,120 Value ($000) $1,872 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 24,731 Value ($000) $1,465 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 19,475 Value ($000) $1,286 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 18,663 Value ($000) $1,138 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 16,305 Value ($000) $1,105 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 16,502 Value ($000) $1,000 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 15,226 Value ($000) $953 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 16,902 Value ($000) $1,008 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 16,623 Value ($000) $958 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 3,760 Value ($000) $228 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 12,526 Value ($000) $733 Avg Close $39.63 Range $36.35 - $42.36