JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2025

Shares 24,724 Value ($000) $7,967 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 8,692 Value ($000) $2,742 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 8,235 Value ($000) $2,387 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 25,299 Value ($000) $6,206 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 20,929 Value ($000) $5,017 Avg Close $228.03 Range $198.89 - $249.04

Q2 2024

Shares 3,582 Value ($000) $724 Avg Close $189.18 Range $173.46 - $199.28

Q4 2023

Shares 3 Value ($000) $0 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 1,483 Value ($000) $0 Avg Close $142.31 Range $134.29 - $151.32

Q4 2021

Shares 12,697 Value ($000) $2,010 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 11,183 Value ($000) $1,831 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 9,275 Value ($000) $1,443 Avg Close $139.74 Range $130.53 - $148.99

Q1 2020

Shares 45,179 Value ($000) $4,067 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 64,317 Value ($000) $8,966 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 66,011 Value ($000) $7,769 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 56,660 Value ($000) $6,334 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 58,711 Value ($000) $5,943 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 43,348 Value ($000) $4,232 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 53,492 Value ($000) $6,071 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 51,044 Value ($000) $5,505 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 56,242 Value ($000) $5,628 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 49,264 Value ($000) $5,345 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 48,774 Value ($000) $4,702 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 40,523 Value ($000) $3,776 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 37,014 Value ($000) $3,190 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 33,244 Value ($000) $2,782 Avg Close $59.89 Range $51.67 - $68.65

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24,724	$7,967	$309.53	$290.54 - $330.86
Q3 2025	8,692	$2,742	$295.93	$278.95 - $316.47
Q2 2025	8,235	$2,387	$252.67	$200.22 - $289.84
Q1 2025	25,299	$6,206	$250.91	$220.72 - $275.86
Q4 2024	20,929	$5,017	$228.03	$198.89 - $249.04
Q2 2024	3,582	$724	$189.18	$173.46 - $199.28
Q4 2023	3	$0	$144.89	$129.30 - $163.25
Q3 2023	1,483	$0	$142.31	$134.29 - $151.32
Q4 2021	12,697	$2,010	$147.83	$136.71 - $155.72
Q3 2021	11,183	$1,831	$140.29	$130.40 - $151.51
Q2 2021	9,275	$1,443	$139.74	$130.53 - $148.99
Q1 2020	45,179	$4,067	$103.61	$65.60 - $120.06
Q4 2019	64,317	$8,966	$108.67	$93.67 - $118.72
Q3 2019	66,011	$7,769	$95.08	$87.73 - $101.23
Q2 2019	56,660	$6,334	$92.02	$84.61 - $97.81
Q1 2019	58,711	$5,943	$85.34	$78.85 - $89.81
Q4 2018	43,348	$4,232	$87.53	$74.88 - $96.00
Q3 2018	53,492	$6,071	$92.63	$83.41 - $97.31
Q2 2018	51,044	$5,505	$89.02	$83.70 - $93.47
Q1 2018	56,242	$5,628	$91.43	$83.98 - $96.37
Q4 2017	49,264	$5,345	$81.33	$76.25 - $87.14
Q3 2017	48,774	$4,702	$73.66	$70.35 - $76.59
Q2 2017	40,523	$3,776	$68.54	$64.85 - $73.60
Q1 2017	37,014	$3,190	$69.68	$65.58 - $74.23
Q4 2016	33,244	$2,782	$59.89	$51.67 - $68.65