JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Fusion Family Wealth LLC's Holding History (CIK: 0001696209)

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

Q4 2025
Shares 975 Value ($000) $314 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 974 Value ($000) $307 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 973 Value ($000) $282 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 972 Value ($000) $238 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 971 Value ($000) $233 Avg Close $228.03 Range $198.89 - $249.04
Q4 2023
Shares 1,250 Value ($000) $213 Avg Close $144.89 Range $129.30 - $163.25
Q1 2021
Shares 1,000 Value ($000) $152 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,000 Value ($000) $127 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 1,000 Value ($000) $96 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 1,300 Value ($000) $122 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 1,300 Value ($000) $117 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 1,300 Value ($000) $181 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 1,300 Value ($000) $153 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 8,515 Value ($000) $952 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 1,402 Value ($000) $142 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 8,475 Value ($000) $827 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 8,634 Value ($000) $974 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 8,478 Value ($000) $883 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 8,413 Value ($000) $925 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 8,799 Value ($000) $941 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,100 Value ($000) $105 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 7,612 Value ($000) $696 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 7,628 Value ($000) $670 Avg Close $69.68 Range $65.58 - $74.23