JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Lido Advisors, LLC's Holding History (CIK: 0001650150)

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

Q4 2025
Shares 592,350 Value ($000) $187,993 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 588,367 Value ($000) $185,589 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 466,179 Value ($000) $135,150 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 421,850 Value ($000) $103,480 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 337,188 Value ($000) $80,827 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 273,105 Value ($000) $57,587 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 306,401 Value ($000) $61,973 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 236,501 Value ($000) $47,371 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 238,669 Value ($000) $40,598 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 271,459 Value ($000) $39,367 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 225,744 Value ($000) $32,832 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 232,063 Value ($000) $30,240 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 168,765 Value ($000) $22,632 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 241,314 Value ($000) $25,217 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 203,301 Value ($000) $22,893 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 184,992 Value ($000) $25,218 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 155,167 Value ($000) $24,570 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 144,275 Value ($000) $23,616 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 155,104 Value ($000) $24,125 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 147,378 Value ($000) $22,435 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 128,017 Value ($000) $16,267 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 98,152 Value ($000) $9,449 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 50,977 Value ($000) $4,795 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 49,696 Value ($000) $4,474 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 59,489 Value ($000) $8,293 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 46,749 Value ($000) $5,502 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 34,105 Value ($000) $3,812 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 51,601 Value ($000) $5,223 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 45,653 Value ($000) $4,456 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 46,392 Value ($000) $5,234 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 25,774 Value ($000) $2,685 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 28,891 Value ($000) $3,177 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 23,330 Value ($000) $2,494 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 22,472 Value ($000) $2,260 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 16,569 Value ($000) $1,514 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 15,748 Value ($000) $1,372 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 12,877 Value ($000) $1,111 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 12,715 Value ($000) $847 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 9,801 Value ($000) $609 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 6,816 Value ($000) $404 Avg Close $44.86 Range $40.33 - $49.26