JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 12,136 Value ($000) $3,910 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 10,836 Value ($000) $3,418 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,058 Value ($000) $1,756 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,072 Value ($000) $1,489 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 6,083 Value ($000) $1,458 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 6,024 Value ($000) $1,270 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,808 Value ($000) $1,175 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 7,065 Value ($000) $1,415 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,072 Value ($000) $1,203 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,045 Value ($000) $1,022 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,734 Value ($000) $979 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 5,762 Value ($000) $751 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,865 Value ($000) $921 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 19,826 Value ($000) $2,072 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 23,484 Value ($000) $2,645 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 26,451 Value ($000) $3,606 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 26,169 Value ($000) $4,144 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 25,360 Value ($000) $4,151 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 25,477 Value ($000) $3,963 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 26,550 Value ($000) $4,042 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 21,550 Value ($000) $2,738 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 21,126 Value ($000) $2,034 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 21,093 Value ($000) $1,984 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 21,216 Value ($000) $1,910 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 22,621 Value ($000) $3,153 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 22,353 Value ($000) $2,631 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 23,103 Value ($000) $2,583 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 22,938 Value ($000) $2,322 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 18,838 Value ($000) $1,839 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 22,518 Value ($000) $2,541 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 14,951 Value ($000) $1,558 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 12,602 Value ($000) $1,386 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 11,803 Value ($000) $1,262 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 9,924 Value ($000) $948 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 8,179 Value ($000) $748 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 3,457 Value ($000) $304 Avg Close $69.68 Range $65.58 - $74.23