JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 243,841 Value ($000) $78,570 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 238,930 Value ($000) $75,366 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 252,486 Value ($000) $73,198 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 256,455 Value ($000) $62,908 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 191,307 Value ($000) $45,858 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 189,774 Value ($000) $40,016 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 182,521 Value ($000) $36,917 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 181,306 Value ($000) $36,316 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 141,896 Value ($000) $24,136 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 187,245 Value ($000) $27,154 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 178,775 Value ($000) $26,001 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 152,217 Value ($000) $19,835 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 142,075 Value ($000) $19,052 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 79,348 Value ($000) $8,292 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 56,443 Value ($000) $6,356 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 89,573 Value ($000) $12,211 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 126,505 Value ($000) $20,032 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 122,632 Value ($000) $20,074 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 122,739 Value ($000) $19,091 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 111,908 Value ($000) $17,036 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 55,778 Value ($000) $7,088 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 40,054 Value ($000) $3,856 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 53,560 Value ($000) $5,038 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 47,360 Value ($000) $4,264 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 42,015 Value ($000) $5,857 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 43,034 Value ($000) $5,065 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 47,159 Value ($000) $5,273 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 40,806 Value ($000) $4,128 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 45,556 Value ($000) $4,998 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 45,226 Value ($000) $5,103 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 34,622 Value ($000) $3,607 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 4,026 Value ($000) $443 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,116 Value ($000) $440 Avg Close $81.33 Range $76.25 - $87.14