JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Capital Advantage, Inc.'s Holding History (CIK: 0001628896)

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

Q4 2025
Shares 3,189 Value ($000) $1,028 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,210 Value ($000) $1,013 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,209 Value ($000) $930 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,368 Value ($000) $807 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,368 Value ($000) $807 Avg Close $228.03 Range $198.89 - $249.04
Q1 2021
Shares 2,050 Value ($000) $312 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,905 Value ($000) $239 Avg Close $98.14 Range $82.75 - $111.83
Q2 2020
Shares 2,216 Value ($000) $208 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 2,212 Value ($000) $211 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 2,207 Value ($000) $294 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,141 Value ($000) $252 Avg Close $95.08 Range $87.73 - $101.23
Q4 2018
Shares 2,155 Value ($000) $210 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 2,131 Value ($000) $241 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,130 Value ($000) $222 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 1,896 Value ($000) $209 Avg Close $91.43 Range $83.98 - $96.37
Q1 2017
Shares 2,594 Value ($000) $228 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 2,807 Value ($000) $242 Avg Close $59.89 Range $51.67 - $68.65