JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 28,948 Value ($000) $9,328 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 27,912 Value ($000) $8,804 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 23,671 Value ($000) $6,863 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 23,719 Value ($000) $5,818 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 22,977 Value ($000) $5,508 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,945 Value ($000) $5,049 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 25,415 Value ($000) $5,140 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 22,370 Value ($000) $4,481 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 24,390 Value ($000) $4,149 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 18,581 Value ($000) $2,695 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 10,553 Value ($000) $1,535 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 8,243 Value ($000) $1,074 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 12,903 Value ($000) $1,730 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 13,505 Value ($000) $1,411 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 13,484 Value ($000) $1,518 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 13,961 Value ($000) $1,903 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 13,852 Value ($000) $2,193 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 17,763 Value ($000) $2,908 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 18,144 Value ($000) $2,822 Avg Close $139.74 Range $130.53 - $148.99
Q4 2020
Shares 21,302 Value ($000) $2,707 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 21,448 Value ($000) $2,065 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 16,835 Value ($000) $1,584 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 16,917 Value ($000) $1,523 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 17,127 Value ($000) $2,388 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 17,628 Value ($000) $2,075 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 12,812 Value ($000) $1,432 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 7,124 Value ($000) $721 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 6,632 Value ($000) $647 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 6,675 Value ($000) $758 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 6,158 Value ($000) $647 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 6,223 Value ($000) $671 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 5,793 Value ($000) $629 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 7,275 Value ($000) $701 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 7,399 Value ($000) $690 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 7,388 Value ($000) $637 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 7,590 Value ($000) $661 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 7,764 Value ($000) $517 Avg Close $50.85 Range $45.82 - $52.95