JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 22,375 Value ($000) $7,210 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 23,328 Value ($000) $7,358 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 22,195 Value ($000) $6,434 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 25,247 Value ($000) $6,193 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 25,477 Value ($000) $6,107 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 27,321 Value ($000) $5,761 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 31,243 Value ($000) $6,319 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 31,447 Value ($000) $6,299 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 33,192 Value ($000) $5,646 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 31,861 Value ($000) $4,620 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 22,701 Value ($000) $3,302 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 30,215 Value ($000) $3,937 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 49,321 Value ($000) $7,063 Avg Close $117.65 Range $94.06 - $128.78
Q1 2022
Shares 49,300 Value ($000) $5,885 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 46,081 Value ($000) $6,848 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 46,330 Value ($000) $7,532 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 47,737 Value ($000) $7,693 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 48,376 Value ($000) $7,521 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 51,170 Value ($000) $7,074 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 66,149 Value ($000) $7,499 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 129,415 Value ($000) $13,249 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 111,919 Value ($000) $9,795 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 95,544 Value ($000) $13,185 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 95,876 Value ($000) $12,318 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 89,835 Value ($000) $9,823 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 90,982 Value ($000) $9,999 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 85,521 Value ($000) $9,026 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 79,483 Value ($000) $8,620 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 73,656 Value ($000) $7,675 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 79,038 Value ($000) $8,692 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 70,427 Value ($000) $7,531 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 68,126 Value ($000) $6,507 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 63,432 Value ($000) $5,798 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 2,815 Value ($000) $242,587 Avg Close $69.68 Range $65.58 - $74.23
Q3 2016
Shares 41,489 Value ($000) $2,763,122 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 79,719 Value ($000) $2,567,133 Avg Close $48.33 Range $44.15 - $51.23
Q4 2015
Shares 106,874 Value ($000) $2,303,230 Avg Close $49.68 Range $44.66 - $52.67
Q2 2015
Shares 12,917 Value ($000) $875 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 6,440 Value ($000) $390 Avg Close $44.28 Range $40.58 - $47.07