JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Douglas Lane & Associates, LLC's Holding History (CIK: 0001672594)

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

Q4 2025
Shares 607,589 Value ($000) $195,777 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 645,333 Value ($000) $203,557 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 701,037 Value ($000) $203,238 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 746,805 Value ($000) $183,191 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 764,012 Value ($000) $183,141 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 791,945 Value ($000) $166,989 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 828,626 Value ($000) $167,598 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 854,255 Value ($000) $171,107 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 873,754 Value ($000) $148,626 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 909,102 Value ($000) $131,838 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 923,311 Value ($000) $134,286 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 936,265 Value ($000) $122,005 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 952,369 Value ($000) $127,713 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 959,937 Value ($000) $100,313 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 945,113 Value ($000) $106,429 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 925,905 Value ($000) $126,219 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 917,525 Value ($000) $145,290 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 921,217 Value ($000) $150,794 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 923,790 Value ($000) $143,686 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 928,329 Value ($000) $141,320 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 933,667 Value ($000) $118,641 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 926,969 Value ($000) $89,239 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 889,612 Value ($000) $83,677 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 871,323 Value ($000) $78,445 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 871,385 Value ($000) $121,471 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 874,659 Value ($000) $102,939 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 870,107 Value ($000) $97,278 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 863,724 Value ($000) $87,435 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 842,473 Value ($000) $82,242 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 811,431 Value ($000) $91,562 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 796,809 Value ($000) $83,028 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 771,798 Value ($000) $84,875 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 760,306 Value ($000) $81,307 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 706,185 Value ($000) $67,448 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 631,491 Value ($000) $57,718 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 503,693 Value ($000) $44,244 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 508,699 Value ($000) $43,896 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 504,793 Value ($000) $33,614 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 433,785 Value ($000) $26,955 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 423,924 Value ($000) $25,105 Avg Close $44.86 Range $40.33 - $49.26