JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

One Capital Management, LLC's Holding History (CIK: 0001606588)

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

Q4 2025
Shares 66,839 Value ($000) $21,537 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 66,589 Value ($000) $21,004 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 66,932 Value ($000) $19,404 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 63,802 Value ($000) $15,651 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 63,675 Value ($000) $15,264 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 68,748 Value ($000) $14,496 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 67,773 Value ($000) $13,708 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 66,804 Value ($000) $13,381 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 67,529 Value ($000) $11,487 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 68,441 Value ($000) $9,925 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 66,484 Value ($000) $9,669 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 65,961 Value ($000) $8,595 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 62,385 Value ($000) $8,366 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 63,420 Value ($000) $6,627 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 61,886 Value ($000) $6,968 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 58,084 Value ($000) $7,917 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 56,614 Value ($000) $8,964 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 46,698 Value ($000) $7,643 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 47,155 Value ($000) $7,334 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 44,074 Value ($000) $6,709 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 45,046 Value ($000) $5,724 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 41,890 Value ($000) $4,033 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 39,675 Value ($000) $3,732 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 36,871 Value ($000) $3,319 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 36,601 Value ($000) $5,102 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 37,461 Value ($000) $4,409 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 37,308 Value ($000) $4,171 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 37,199 Value ($000) $3,766 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 38,795 Value ($000) $3,787 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 38,136 Value ($000) $4,303 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 35,114 Value ($000) $3,659 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 34,698 Value ($000) $3,816 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 35,440 Value ($000) $3,790 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 35,238 Value ($000) $3,366 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 35,002 Value ($000) $3,199 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 33,514 Value ($000) $2,944 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 36,053 Value ($000) $3,111 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 37,111 Value ($000) $2,471 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 37,100 Value ($000) $2,305 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 38,520 Value ($000) $2,281 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 36,552 Value ($000) $2,480 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 37,770 Value ($000) $2,302 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 36,797 Value ($000) $2,493 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 35,733 Value ($000) $2,165 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 32,240 Value ($000) $2,018 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 30,408 Value ($000) $1,832 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 31,608 Value ($000) $1,821 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 31,635 Value ($000) $1,921 Avg Close $42.08 Range $39.47 - $44.77