JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 15,411 Value ($000) $4,966 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,290 Value ($000) $2,300 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,315 Value ($000) $1,541 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,660 Value ($000) $1,143 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,686 Value ($000) $1,123 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,460 Value ($000) $730 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,297 Value ($000) $667 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 4,066 Value ($000) $814 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,408 Value ($000) $410 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,669 Value ($000) $387 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,571 Value ($000) $374 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,925 Value ($000) $381 Avg Close $128.16 Range $115.18 - $135.05