JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q4 2025
Shares 13,108 Value ($000) $4,224 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 13,334 Value ($000) $4,206 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 13,471 Value ($000) $3,905 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 13,675 Value ($000) $3,354 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 10,467 Value ($000) $2,509 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 10,408 Value ($000) $2,195 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 10,423 Value ($000) $2,108 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 10,601 Value ($000) $2,123 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,132 Value ($000) $1,893 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,128 Value ($000) $1,614 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 10,953 Value ($000) $1,593 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 10,920 Value ($000) $1,423 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,963 Value ($000) $1,470 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 11,184 Value ($000) $1,169 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 11,077 Value ($000) $1,247 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 10,944 Value ($000) $1,492 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 10,939 Value ($000) $1,732 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 10,611 Value ($000) $1,737 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 10,214 Value ($000) $1,589 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 7,755 Value ($000) $1,181 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 7,678 Value ($000) $976 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,814 Value ($000) $752 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,780 Value ($000) $732 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,286 Value ($000) $656 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 7,459 Value ($000) $1,040 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,717 Value ($000) $908 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 7,842 Value ($000) $877 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 7,536 Value ($000) $763 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 7,498 Value ($000) $732 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,515 Value ($000) $848 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 7,213 Value ($000) $752 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 7,360 Value ($000) $809 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 8,491 Value ($000) $908 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 8,668 Value ($000) $828 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 8,478 Value ($000) $774 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 8,494 Value ($000) $746 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 9,491 Value ($000) $819 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 8,129 Value ($000) $541 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 8,720 Value ($000) $541 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 8,720 Value ($000) $516 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 8,542 Value ($000) $564 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 8,542 Value ($000) $521 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 8,148 Value ($000) $552 Avg Close $49.14 Range $44.89 - $52.55