JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 28,403 Value ($000) $9,152 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 28,601 Value ($000) $9,022 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 20,662 Value ($000) $5,990 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 19,347 Value ($000) $4,746 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 18,099 Value ($000) $4,339 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 27,257 Value ($000) $5,747 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 24,532 Value ($000) $4,962 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,553 Value ($000) $2,314 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,369 Value ($000) $1,934 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,147 Value ($000) $1,616 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 14,368 Value ($000) $2,090 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 14,020 Value ($000) $1,827 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 13,980 Value ($000) $1,875 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 14,386 Value ($000) $1,503 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 13,655 Value ($000) $1,538 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 13,392 Value ($000) $1,825 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 11,079 Value ($000) $1,754 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 10,750 Value ($000) $1,760 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 11,009 Value ($000) $1,712 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 16,610 Value ($000) $2,529 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 15,722 Value ($000) $1,998 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 10,113 Value ($000) $974 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,216 Value ($000) $679 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,532 Value ($000) $678 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 8,369 Value ($000) $1,167 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 6,596 Value ($000) $776 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,536 Value ($000) $731 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,902 Value ($000) $901 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 6,202 Value ($000) $605 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 4,917 Value ($000) $555 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 4,791 Value ($000) $499 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 5,333 Value ($000) $586 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,791 Value ($000) $512 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 5,102 Value ($000) $487 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 5,213 Value ($000) $476 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 4,423 Value ($000) $389 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 7,677 Value ($000) $662 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 22,378 Value ($000) $1,490 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 22,078 Value ($000) $1,372 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 23,030 Value ($000) $1,364 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 23,030 Value ($000) $1,521 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 22,428 Value ($000) $1,367 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 22,554 Value ($000) $1,528 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 22,428 Value ($000) $1,359 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 22,428 Value ($000) $1,403 Avg Close $44.70 Range $40.31 - $47.17