JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025
Shares 53,371 Value ($000) $17,197 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 62,478 Value ($000) $19,708 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 31,950 Value ($000) $9,263 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 18,129 Value ($000) $4,447 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 19,158 Value ($000) $4,592 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 9,599 Value ($000) $2,024 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 9,707 Value ($000) $1,963 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 7,019 Value ($000) $1,406 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,152 Value ($000) $1,217 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,204 Value ($000) $1,045 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 7,438 Value ($000) $1,082 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,018 Value ($000) $915 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 7,195 Value ($000) $965 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 7,167 Value ($000) $749 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 7,001 Value ($000) $788 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,334 Value ($000) $863 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,091 Value ($000) $964 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 5,471 Value ($000) $896 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 5,649 Value ($000) $879 Avg Close $139.74 Range $130.53 - $148.99
Q4 2020
Shares 5,156 Value ($000) $655 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 5,055 Value ($000) $487 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 4,879 Value ($000) $459 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 5,386 Value ($000) $485 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,014 Value ($000) $699 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,340 Value ($000) $628 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 5,420 Value ($000) $606 Avg Close $92.02 Range $84.61 - $97.81
Q4 2018
Shares 5,960 Value ($000) $582 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 4,882 Value ($000) $551 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 6,059 Value ($000) $631 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 4,933 Value ($000) $542 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,699 Value ($000) $502 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 4,679 Value ($000) $446 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 4,763 Value ($000) $434 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 4,853 Value ($000) $426 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 3,818 Value ($000) $329 Avg Close $59.89 Range $51.67 - $68.65