JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

REDW Wealth LLC's Holding History (CIK: 0001688931)

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

Q3 2025
Shares 687 Value ($000) $217 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 723 Value ($000) $210 Avg Close $252.67 Range $200.22 - $289.84
Q3 2024
Shares 6,663 Value ($000) $1,405 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 6,765 Value ($000) $1,368 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,811 Value ($000) $1,364 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 6,789 Value ($000) $1,155 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,490 Value ($000) $1,086 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 7,487 Value ($000) $1,089 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,156 Value ($000) $933 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,665 Value ($000) $894 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 6,586 Value ($000) $688 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 6,843 Value ($000) $771 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,740 Value ($000) $919 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 7,290 Value ($000) $1,154 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 6,625 Value ($000) $1,085 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 6,707 Value ($000) $1,043 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 6,504 Value ($000) $990 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 6,502 Value ($000) $826 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 6,498 Value ($000) $626 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 6,472 Value ($000) $609 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 6,392 Value ($000) $575 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 6,211 Value ($000) $866 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 6,545 Value ($000) $770 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,542 Value ($000) $731 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 6,539 Value ($000) $662 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 6,714 Value ($000) $655 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 6,711 Value ($000) $757 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 7,081 Value ($000) $738 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 6,749 Value ($000) $742 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 7,292 Value ($000) $780 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 7,292 Value ($000) $696 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 7,042 Value ($000) $644 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 6,922 Value ($000) $608 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 6,923 Value ($000) $597 Avg Close $59.89 Range $51.67 - $68.65