JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

RITHOLTZ WEALTH MANAGEMENT's Holding History (CIK: 0001698218)

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

Q4 2025
Shares 97,163 Value ($000) $31,308 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 93,552 Value ($000) $29,509 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 87,187 Value ($000) $25,276 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 78,931 Value ($000) $19,362 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 77,147 Value ($000) $18,493 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 73,147 Value ($000) $15,424 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 72,295 Value ($000) $14,622 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 71,921 Value ($000) $14,406 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 66,775 Value ($000) $11,358 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 60,388 Value ($000) $8,757 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 53,536 Value ($000) $7,786 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 46,032 Value ($000) $5,998 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 42,391 Value ($000) $5,685 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 62,100 Value ($000) $6,489 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 40,838 Value ($000) $4,599 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 32,126 Value ($000) $4,379 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 33,774 Value ($000) $5,348 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 30,248 Value ($000) $4,951 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 28,913 Value ($000) $4,497 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 24,933 Value ($000) $3,795 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 20,885 Value ($000) $2,654 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 16,202 Value ($000) $1,560 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 15,432 Value ($000) $1,451 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 9,677 Value ($000) $871 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 10,875 Value ($000) $1,516 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 9,984 Value ($000) $1,175 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 8,005 Value ($000) $895 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 7,906 Value ($000) $800 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 9,313 Value ($000) $909 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 10,769 Value ($000) $1,215 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 10,376 Value ($000) $1,081 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 9,830 Value ($000) $1,081 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 9,885 Value ($000) $1,057 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 8,102 Value ($000) $774 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 6,952 Value ($000) $635 Avg Close $68.54 Range $64.85 - $73.60
Q4 2016
Shares 7,309 Value ($000) $631 Avg Close $59.89 Range $51.67 - $68.65