JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 31,078 Value ($000) $10,014 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 30,662 Value ($000) $9,430 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 29,791 Value ($000) $8,637 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 30,006 Value ($000) $7,361 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 30,111 Value ($000) $7,218 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 30,068 Value ($000) $6,340 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 29,481 Value ($000) $5,963 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 29,506 Value ($000) $5,910 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 28,861 Value ($000) $4,909 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 19,290 Value ($000) $2,797 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 24,674 Value ($000) $3,589 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 22,540 Value ($000) $2,937 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 22,926 Value ($000) $3,074 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 23,726 Value ($000) $2,479 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 24,011 Value ($000) $2,704 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 24,349 Value ($000) $3,319 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 23,963 Value ($000) $3,795 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 24,119 Value ($000) $3,948 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 22,591 Value ($000) $3,514 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 21,051 Value ($000) $3,205 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 23,256 Value ($000) $2,955 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 21,246 Value ($000) $2,046 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 20,598 Value ($000) $1,921 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 19,500 Value ($000) $1,756 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 48,617 Value ($000) $6,777 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 46,623 Value ($000) $5,489 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 47,792 Value ($000) $5,343 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 48,244 Value ($000) $4,870 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 49,183 Value ($000) $4,801 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 49,298 Value ($000) $5,192 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 46,966 Value ($000) $4,897 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 46,748 Value ($000) $5,141 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 46,654 Value ($000) $4,989 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 48,614 Value ($000) $4,643 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 47,248 Value ($000) $4,318 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 46,523 Value ($000) $4,087 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 44,948 Value ($000) $3,879 Avg Close $59.89 Range $51.67 - $68.65