JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 112,865 Value ($000) $36,367 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 110,277 Value ($000) $34,785 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 111,395 Value ($000) $32,295 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 134,427 Value ($000) $32,975 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 143,817 Value ($000) $34,474 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 141,738 Value ($000) $29,887 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 144,588 Value ($000) $29,244 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 143,170 Value ($000) $28,677 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 150,521 Value ($000) $25,604 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 133,546 Value ($000) $19,367 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 126,990 Value ($000) $18,469 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 119,952 Value ($000) $15,631 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 110,473 Value ($000) $14,814 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 67,681 Value ($000) $7,072 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 52,158 Value ($000) $5,874 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 51,191 Value ($000) $6,978 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 47,576 Value ($000) $7,534 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 44,738 Value ($000) $7,323 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 42,800 Value ($000) $6,657 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 41,559 Value ($000) $6,326 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 43,546 Value ($000) $5,576 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 42,896 Value ($000) $4,136 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 48,351 Value ($000) $4,568 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 45,755 Value ($000) $4,094 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 40,787 Value ($000) $5,686 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 41,417 Value ($000) $4,874 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 50,030 Value ($000) $5,593 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 41,014 Value ($000) $4,189 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 38,469 Value ($000) $3,755 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,191 Value ($000) $812 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 6,367 Value ($000) $663 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 5,423 Value ($000) $596 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,535 Value ($000) $485 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,156 Value ($000) $110 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 4,265 Value ($000) $389 Avg Close $68.54 Range $64.85 - $73.60