JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WESPAC Advisors SoCal, LLC's Holding History (CIK: 0001668188)

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

Q4 2025
Shares 38,715 Value ($000) $12,475 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 38,512 Value ($000) $12,148 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 39,738 Value ($000) $11,520 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 39,561 Value ($000) $9,704 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 41,266 Value ($000) $9,892 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 44,801 Value ($000) $9,447 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 45,105 Value ($000) $9,123 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 46,214 Value ($000) $9,257 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 46,999 Value ($000) $7,995 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 46,289 Value ($000) $6,713 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 46,042 Value ($000) $6,696 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 45,831 Value ($000) $5,972 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 45,613 Value ($000) $6,117 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 45,269 Value ($000) $5,698 Avg Close $105.62 Range $96.10 - $114.36
Q4 2019
Shares 55,681 Value ($000) $7,762 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 58,079 Value ($000) $6,835 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 57,959 Value ($000) $6,479 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 52,579 Value ($000) $5,322 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 52,248 Value ($000) $5,100 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 51,349 Value ($000) $5,794 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 51,524 Value ($000) $5,368 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 51,174 Value ($000) $5,627 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 50,199 Value ($000) $5,368 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 50,139 Value ($000) $4,788 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 51,764 Value ($000) $4,731 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 49,724 Value ($000) $4,367,756 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 47,094 Value ($000) $4,063,741 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 48,159 Value ($000) $3,206,908 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 49,784 Value ($000) $3,093,577 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 51,009 Value ($000) $3,020,752 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 52,954 Value ($000) $3,496 Avg Close $49.68 Range $44.66 - $52.67