JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BigSur Wealth Management LLC's Holding History (CIK: 0001659171)

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

Q4 2025
Shares 36,576 Value ($000) $11,786 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 36,576 Value ($000) $11,537 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 38,691 Value ($000) $11,217 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 38,696 Value ($000) $9,492 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 33,356 Value ($000) $7,996 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 35,293 Value ($000) $7,442 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 33,283 Value ($000) $6,732 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 30,134 Value ($000) $6,036 Avg Close $173.61 Range $158.11 - $193.16
Q3 2023
Shares 15,303 Value ($000) $2,219 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 16,403 Value ($000) $2,386 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 16,561 Value ($000) $2,158 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,071 Value ($000) $1,351 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 10,271 Value ($000) $1,073 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 10,442 Value ($000) $1,176 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 10,442 Value ($000) $1,423 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 10,492 Value ($000) $1,661 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 10,492 Value ($000) $1,717 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 11,992 Value ($000) $1,865 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 13,892 Value ($000) $2,115 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 13,778 Value ($000) $1,751 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 13,778 Value ($000) $1,326 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 15,678 Value ($000) $1,475 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 18,678 Value ($000) $1,682 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 18,278 Value ($000) $2,548 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 18,278 Value ($000) $2,151 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 20,278 Value ($000) $2,305 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 22,421 Value ($000) $2,270 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 26,221 Value ($000) $2,560 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 25,313 Value ($000) $2,856 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 20,713 Value ($000) $2,158 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 18,013 Value ($000) $1,981 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 14,336 Value ($000) $1,533 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 15,136 Value ($000) $1,446 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 15,136 Value ($000) $1,423 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 15,136 Value ($000) $1,313 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 16,136 Value ($000) $1,392 Avg Close $59.89 Range $51.67 - $68.65