JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MISSION WEALTH MANAGEMENT, LP's Holding History (CIK: 0001645382)

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

Q4 2025
Shares 67,360 Value ($000) $21,705 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 70,221 Value ($000) $22,150 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 89,451 Value ($000) $25,933 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 88,270 Value ($000) $21,653 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 80,213 Value ($000) $19,228 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 80,059 Value ($000) $16,881 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 56,829 Value ($000) $11,494 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 54,386 Value ($000) $10,894 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 34,379 Value ($000) $5,848 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 31,956 Value ($000) $4,634 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 30,118 Value ($000) $4,380 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 25,980 Value ($000) $3,385 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 26,473 Value ($000) $3,550 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 24,375 Value ($000) $2,547 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 23,991 Value ($000) $2,702 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 23,235 Value ($000) $3,167 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 23,760 Value ($000) $3,762 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 18,494 Value ($000) $3,027 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 19,007 Value ($000) $2,956 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 18,448 Value ($000) $2,808 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 15,772 Value ($000) $2,004 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 15,598 Value ($000) $1,502 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 17,016 Value ($000) $1,600 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 14,572 Value ($000) $1,312 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 13,238 Value ($000) $1,845 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 13,077 Value ($000) $1,539 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 11,530 Value ($000) $1,289 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 11,848 Value ($000) $1,199 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 11,850 Value ($000) $1,157 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 11,292 Value ($000) $1,274 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 11,329 Value ($000) $1,180 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 10,974 Value ($000) $1,207 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 10,586 Value ($000) $1,132 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 10,373 Value ($000) $991 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 10,112 Value ($000) $924 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 10,677 Value ($000) $938 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 11,486 Value ($000) $991 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 8,696 Value ($000) $579 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 9,000 Value ($000) $559 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 9,188 Value ($000) $544 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 5,964 Value ($000) $394 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 4,948 Value ($000) $302 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 4,459 Value ($000) $270 Avg Close $49.14 Range $44.89 - $52.55