JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 516,607 Value ($000) $166,461 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 478,045 Value ($000) $150,790 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 428,184 Value ($000) $124,134 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 397,363 Value ($000) $97,473 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 380,822 Value ($000) $91,287 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 351,198 Value ($000) $74,054 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 439,399 Value ($000) $88,873 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 364,693 Value ($000) $73,048 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 597,583 Value ($000) $102,952 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 463,558 Value ($000) $67,225 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 433,466 Value ($000) $63,043 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 349,481 Value ($000) $45,541 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 337,068 Value ($000) $45,201 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 307,770 Value ($000) $32,162 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 218,946 Value ($000) $24,656 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 201,274 Value ($000) $27,438 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 209,669 Value ($000) $33,201 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 227,098 Value ($000) $37,174 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 211,809 Value ($000) $32,945 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 175,943 Value ($000) $26,784 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 162,486 Value ($000) $20,647 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 159,802 Value ($000) $15,384 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 153,788 Value ($000) $14,465 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 141,972 Value ($000) $12,782 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 124,027 Value ($000) $17,289 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 116,530 Value ($000) $13,714 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 109,863 Value ($000) $12,283 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 45,400 Value ($000) $4,596 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 38,354 Value ($000) $3,744 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 38,287 Value ($000) $4,320 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 28,728 Value ($000) $2,993 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 29,305 Value ($000) $3,223 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 24,905 Value ($000) $2,663 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 24,517 Value ($000) $2,342 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 15,643 Value ($000) $1,430 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 9,304 Value ($000) $817 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 3,679 Value ($000) $317 Avg Close $59.89 Range $51.67 - $68.65