JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Compass Ion Advisors, LLC's Holding History (CIK: 0001621100)

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

Q4 2025
Shares 3,713 Value ($000) $1,196 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,719 Value ($000) $1,173 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,524 Value ($000) $1,022 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,505 Value ($000) $860 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,180 Value ($000) $762 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,092 Value ($000) $652 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,085 Value ($000) $618 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,085 Value ($000) $618 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 3,725 Value ($000) $634 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 3,807 Value ($000) $552 Avg Close $142.31 Range $134.29 - $151.32
Q4 2019
Shares 1,718 Value ($000) $239 Avg Close $108.67 Range $93.67 - $118.72