JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 8,991 Value ($000) $2,897 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,996 Value ($000) $2,207 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,473 Value ($000) $1,877 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,664 Value ($000) $1,635 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 6,866 Value ($000) $1,646 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 6,866 Value ($000) $1,448 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 6,256 Value ($000) $1,265 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,786 Value ($000) $1,359 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,005 Value ($000) $341 Avg Close $144.89 Range $129.30 - $163.25
Q3 2022
Shares 6,266 Value ($000) $655 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 7,511 Value ($000) $846 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,075 Value ($000) $828 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,125 Value ($000) $970 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 6,226 Value ($000) $1,019 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 4,653 Value ($000) $724 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 4,660 Value ($000) $709 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,977 Value ($000) $251 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 3,888 Value ($000) $374 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 3,868 Value ($000) $364 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 3,718 Value ($000) $335 Avg Close $103.61 Range $65.60 - $120.06