JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q4 2025
Shares 99,551 Value ($000) $32,077 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 90,332 Value ($000) $28,493 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 92,493 Value ($000) $26,815 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 93,700 Value ($000) $22,985 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 102,715 Value ($000) $24,622 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 103,694 Value ($000) $21,865 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 103,673 Value ($000) $20,969 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 106,138 Value ($000) $21,259 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 106,581 Value ($000) $18,129 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 106,681 Value ($000) $15,471 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 107,336 Value ($000) $15,611 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 106,131 Value ($000) $13,830 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 104,476 Value ($000) $14,010 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 104,474 Value ($000) $10,918 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 103,910 Value ($000) $11,701 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 103,391 Value ($000) $14,094 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 102,378 Value ($000) $16,212 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 102,652 Value ($000) $16,803 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 102,200 Value ($000) $15,896 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 100,815 Value ($000) $15,347 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 100,201 Value ($000) $13,184 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 100,811 Value ($000) $9,705 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 100,002 Value ($000) $9,406 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 80,304 Value ($000) $7,230 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 78,684 Value ($000) $10,969 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 77,839 Value ($000) $10,027 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 75,271 Value ($000) $8,415 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 74,386 Value ($000) $8,632 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 67,040 Value ($000) $6,989 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 59,918 Value ($000) $6,734 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 53,810 Value ($000) $5,607 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 46,976 Value ($000) $5,166 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 43,671 Value ($000) $4,670 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 43,354 Value ($000) $3,963 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 43,354 Value ($000) $3,963 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 35,634 Value ($000) $3,130 Avg Close $69.68 Range $65.58 - $74.23