JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025
Shares 112,070 Value ($000) $36,111 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 120,040 Value ($000) $37,864 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 113,250 Value ($000) $32,832 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 99,119 Value ($000) $24,314 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 89,722 Value ($000) $21,507 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 78,843 Value ($000) $16,625 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 72,744 Value ($000) $14,713 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 43,352 Value ($000) $8,683 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 31,539 Value ($000) $5,365 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 39,114 Value ($000) $5,672 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 39,795 Value ($000) $5,788 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 29,747 Value ($000) $3,876 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 24,450 Value ($000) $3,279 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 23,783 Value ($000) $2,485 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 24,979 Value ($000) $2,813 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 20,294 Value ($000) $2,766 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 17,423 Value ($000) $2,759 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 14,600 Value ($000) $2,390 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 13,594 Value ($000) $2,114 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 13,751 Value ($000) $2,093 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 13,080 Value ($000) $1,662 Avg Close $98.14 Range $82.75 - $111.83
Q2 2020
Shares 12,642 Value ($000) $1,189 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 12,679 Value ($000) $1,142 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 12,570 Value ($000) $1,752 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 11,237 Value ($000) $1,323 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 9,540 Value ($000) $1,067 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 11,828 Value ($000) $1,197 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 34,490 Value ($000) $3,367 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 93,002 Value ($000) $10,494 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 42,989 Value ($000) $4,479 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 92,861 Value ($000) $6,914 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 67,592 Value ($000) $7,727 Avg Close $81.33 Range $76.25 - $87.14