JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q4 2025
Shares 58,022 Value ($000) $18,696 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 57,423 Value ($000) $18,113 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 53,946 Value ($000) $15,639 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 51,603 Value ($000) $12,658 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 49,504 Value ($000) $11,867 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 47,559 Value ($000) $10,028 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 47,187 Value ($000) $9,544 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 47,730 Value ($000) $9,560 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 42,971 Value ($000) $7,309 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 42,639 Value ($000) $6,183 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 42,364 Value ($000) $6,161 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 42,013 Value ($000) $5,475 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 42,363 Value ($000) $5,681 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 40,927 Value ($000) $4,277 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 38,350 Value ($000) $4,319 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 38,865 Value ($000) $4,993 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 38,671 Value ($000) $6,124 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 38,652 Value ($000) $6,327 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 34,725 Value ($000) $5,401 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 34,381 Value ($000) $5,234 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 34,012 Value ($000) $4,322 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 32,717 Value ($000) $3,150 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 33,483 Value ($000) $3,149 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 31,965 Value ($000) $2,878 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 34,349 Value ($000) $4,788 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 33,695 Value ($000) $3,966 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 34,995 Value ($000) $3,912 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 44,237 Value ($000) $4,478 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 38,657 Value ($000) $3,862 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 28,186 Value ($000) $3,181 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 28,162 Value ($000) $2,934 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 27,637 Value ($000) $3,039 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 22,295 Value ($000) $2,384 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 23,019 Value ($000) $2,199 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 23,848 Value ($000) $2,180 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 23,265 Value ($000) $2,044 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 23,302 Value ($000) $2,011 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 24,505 Value ($000) $1,632 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 23,816 Value ($000) $1,480 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 27,602 Value ($000) $1,635 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 25,505 Value ($000) $1,684 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 24,813 Value ($000) $1,513 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 24,674 Value ($000) $1,672 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 24,935 Value ($000) $1,511 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 23,588 Value ($000) $1,476 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 23,093 Value ($000) $1,391 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 22,642 Value ($000) $1,305 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 22,168 Value ($000) $1,346 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 22,143 Value ($000) $1,295 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 20,720 Value ($000) $1,071 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 20,302 Value ($000) $1,072 Avg Close $36.24 Range $32.83 - $39.86
Q1 2013
Shares 18,682 Value ($000) $887 Avg Close $34.01 Range $31.32 - $36.14
Q4 2012
Shares 18,976 Value ($000) $834 Avg Close — Range —