JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Clearwater Capital Advisors, LLC's Holding History (CIK: 0001690531)

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

Q4 2025
Shares 4,256 Value ($000) $1,371 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,400 Value ($000) $1,388 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,382 Value ($000) $1,270 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,398 Value ($000) $1,079 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,308 Value ($000) $1,033 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 4,726 Value ($000) $997 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,425 Value ($000) $491 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,300 Value ($000) $260 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,382 Value ($000) $235 Avg Close $144.89 Range $129.30 - $163.25
Q2 2023
Shares 1,421 Value ($000) $207 Avg Close $129.66 Range $119.02 - $137.67
Q4 2022
Shares 1,685 Value ($000) $226 Avg Close $117.65 Range $94.06 - $128.78
Q1 2022
Shares 1,635 Value ($000) $223 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,710 Value ($000) $271 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 2,054 Value ($000) $336 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 2,072 Value ($000) $322 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 2,146 Value ($000) $327 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 2,220 Value ($000) $282 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 2,716 Value ($000) $261 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 2,716 Value ($000) $255 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 3,046 Value ($000) $274 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 4,083 Value ($000) $569 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 4,243 Value ($000) $499 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 5,329 Value ($000) $596 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 6,355 Value ($000) $643 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 7,125 Value ($000) $696 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 5,830 Value ($000) $658 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 5,218 Value ($000) $544 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 5,218 Value ($000) $574 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 5,218 Value ($000) $558 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 5,403 Value ($000) $521 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 5,037 Value ($000) $469 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 5,097 Value ($000) $439 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 5,287 Value ($000) $461 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 5,141 Value ($000) $342 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 4,449 Value ($000) $268 Avg Close $48.33 Range $44.15 - $51.23