JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 1,645,183 Value ($000) $550,509 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,640,663 Value ($000) $504,748 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,031,381 Value ($000) $601,289 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,778,395 Value ($000) $436,241 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,603,327 Value ($000) $384,333 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,455,141 Value ($000) $306,831 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,564,186 Value ($000) $316,372 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,530,987 Value ($000) $306,657 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,549,539 Value ($000) $263,577 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,504,695 Value ($000) $218,211 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 209,896 Value ($000) $30,527 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 220,268 Value ($000) $28,703 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 5,803 Value ($000) $807 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 54,691 Value ($000) $5,796 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 102,529 Value ($000) $11,725 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 46,305 Value ($000) $6,247 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 46,911 Value ($000) $7,013 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 55,735 Value ($000) $9,552 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 25,157 Value ($000) $3,911 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 66,230 Value ($000) $10,103 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 61,063 Value ($000) $8,466 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 78,670 Value ($000) $8,059 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 64,413 Value ($000) $6,357 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 49,459 Value ($000) $4,713 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 46,639 Value ($000) $6,502 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 47,458 Value ($000) $5,512 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 53,536 Value ($000) $6,202 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 30,906 Value ($000) $3,515 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 36,950 Value ($000) $3,865 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 29,640 Value ($000) $3,062 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 30,331 Value ($000) $3,280 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 25,559 Value ($000) $2,898 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 24,150 Value ($000) $2,721 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 20,684 Value ($000) $2,005 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 11,488 Value ($000) $1,065 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 54,311 Value ($000) $4,722 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 57,890 Value ($000) $4,996 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 40,431 Value ($000) $2,737 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 20,836 Value ($000) $1,295 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 18,420 Value ($000) $1,097 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 20,508 Value ($000) $1,354 Avg Close $49.68 Range $44.66 - $52.67