JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LVW Advisors, LLC's Holding History (CIK: 0001576053)

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

Q4 2025
Shares 43,850 Value ($000) $14,129 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 27,052 Value ($000) $8,533 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 26,183 Value ($000) $7,591 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 26,762 Value ($000) $6,565 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 27,316 Value ($000) $6,548 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 29,665 Value ($000) $6,255 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 30,681 Value ($000) $6,205 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 30,395 Value ($000) $6,088 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 31,800 Value ($000) $5,409 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 35,422 Value ($000) $5,137 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 40,008 Value ($000) $5,819 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 46,428 Value ($000) $6,050 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 46,512 Value ($000) $6,237 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 45,675 Value ($000) $4,773 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 43,666 Value ($000) $4,917 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 42,346 Value ($000) $5,772 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 41,680 Value ($000) $6,600 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 43,176 Value ($000) $7,067 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 40,978 Value ($000) $6,374 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 40,772 Value ($000) $6,207 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 43,380 Value ($000) $5,512 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 43,263 Value ($000) $4,165 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 43,812 Value ($000) $4,121 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 40,890 Value ($000) $3,681 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 32,102 Value ($000) $4,475 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 35,678 Value ($000) $4,199 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 35,967 Value ($000) $4,021 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 34,341 Value ($000) $3,476 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 34,699 Value ($000) $3,387 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 32,163 Value ($000) $3,629 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 32,092 Value ($000) $3,344 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 33,124 Value ($000) $3,643 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 35,231 Value ($000) $3,768 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 43,272 Value ($000) $4,133 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 44,465 Value ($000) $4,064 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 45,867 Value ($000) $4,029 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 53,747 Value ($000) $4,638 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 54,528 Value ($000) $3,631 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 49,548 Value ($000) $3,079 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 63,225 Value ($000) $3,744 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 62,288 Value ($000) $4,113 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 63,074 Value ($000) $3,846 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 62,305 Value ($000) $4,222 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 61,102 Value ($000) $3,702 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 59,808 Value ($000) $3,743 Avg Close $44.70 Range $40.31 - $47.17