JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 9,395 Value ($000) $3,027 Avg Close $309.53 Range $290.54 - $330.86
Q2 2025
Shares 8,925 Value ($000) $2,587 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 8,793 Value ($000) $2,157 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 8,923 Value ($000) $2,139 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 8,852 Value ($000) $1,833 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 8,870 Value ($000) $1,794 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 9,036 Value ($000) $1,810 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 9,440 Value ($000) $1,606 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 9,232 Value ($000) $1,339 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 9,222 Value ($000) $1,341 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 9,201 Value ($000) $1,199 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 9,443 Value ($000) $1,266 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 9,693 Value ($000) $1,012 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 8,982 Value ($000) $1,091 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 9,951 Value ($000) $1,575 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 9,951 Value ($000) $1,575 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 10,387 Value ($000) $1,700 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 10,148 Value ($000) $1,578 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 11,144 Value ($000) $1,696 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 9,799 Value ($000) $1,245 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 9,424 Value ($000) $907 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 9,424 Value ($000) $886 Avg Close $81.74 Range $70.76 - $99.77
Q4 2019
Shares 10,500 Value ($000) $1,463 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 8,934 Value ($000) $1,051 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 9,842 Value ($000) $1,100 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 9,631 Value ($000) $974 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 9,569 Value ($000) $934 Avg Close $87.53 Range $74.88 - $96.00
Q3 2015
Shares 8,932 Value ($000) $545 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 9,032 Value ($000) $612 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 9,998 Value ($000) $606 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 9,998 Value ($000) $626 Avg Close $44.70 Range $40.31 - $47.17