JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

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

Q4 2025
Shares 132,194 Value ($000) $42,595 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 131,018 Value ($000) $41,327 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 123,591 Value ($000) $35,830 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 125,469 Value ($000) $30,778 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 126,863 Value ($000) $32,257 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 119,625 Value ($000) $25,224 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 120,066 Value ($000) $24,285 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 119,646 Value ($000) $23,965 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 128,078 Value ($000) $21,786 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 123,652 Value ($000) $17,932 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 125,204 Value ($000) $18,210 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 73,788 Value ($000) $9,615 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 72,145 Value ($000) $9,675 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 66,217 Value ($000) $6,920 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 68,263 Value ($000) $7,687 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 66,781 Value ($000) $9,104 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 69,058 Value ($000) $10,935 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 63,003 Value ($000) $10,313 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 63,536 Value ($000) $9,882 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 60,679 Value ($000) $9,237 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 53,142 Value ($000) $6,753 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 51,561 Value ($000) $4,964 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 51,410 Value ($000) $4,836 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 49,384 Value ($000) $5,075 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 46,069 Value ($000) $6,368 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 46,508 Value ($000) $5,579 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 45,662 Value ($000) $5,105 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 45,158 Value ($000) $5,140 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 46,724 Value ($000) $4,696 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 41,633 Value ($000) $4,698 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 34,245 Value ($000) $3,568 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 28,135 Value ($000) $3,094 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 24,857 Value ($000) $2,658 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 26,883 Value ($000) $2,568 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 9,776 Value ($000) $894 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 9,278 Value ($000) $815 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 9,625 Value ($000) $893 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 1,491 Value ($000) $99 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 1,311 Value ($000) $81 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 1,511 Value ($000) $78 Avg Close $44.86 Range $40.33 - $49.26
Q2 2014
Shares 3,957 Value ($000) $228 Avg Close $41.19 Range $38.82 - $44.74
Q4 2013
Shares 4,034 Value ($000) $235 Avg Close $39.63 Range $36.35 - $42.36
Q3 2011
Shares 66,217 Value ($000) $6,920 Avg Close — Range —