JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Aptus Capital Advisors, LLC's Holding History (CIK: 0001664193)

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

Q4 2025
Shares 312,903 Value ($000) $100,824 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 306,067 Value ($000) $96,543 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 314,340 Value ($000) $91,130 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 302,096 Value ($000) $74,104 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 301,558 Value ($000) $72,286 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 236,760 Value ($000) $49,923 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 206,678 Value ($000) $41,803 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 178,717 Value ($000) $35,797 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 161,549 Value ($000) $27,479 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 173,062 Value ($000) $25,097 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 165,807 Value ($000) $24,115 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 173,943 Value ($000) $22,666 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 161,938 Value ($000) $21,716 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 153,622 Value ($000) $16,054 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 138,015 Value ($000) $15,541 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 129,186 Value ($000) $17,611 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 109,202 Value ($000) $17,292 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 96,758 Value ($000) $15,839 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 85,127 Value ($000) $13,241 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 73,808 Value ($000) $11,235 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 250,508 Value ($000) $12,022 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 64,168 Value ($000) $6,177 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 58,716 Value ($000) $5,523 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 56,331 Value ($000) $5,071 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 53,499 Value ($000) $7,457 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 35,421 Value ($000) $4,168 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 12,492 Value ($000) $1,396 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 12,587 Value ($000) $1,274 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 2,162 Value ($000) $211 Avg Close $87.53 Range $74.88 - $96.00