JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2025
Shares 1,080 Value ($000) $265 Avg Close $250.91 Range $220.72 - $275.86
Q3 2024
Shares 1,018 Value ($000) $215 Avg Close $204.96 Range $185.80 - $219.46
Q1 2024
Shares 509 Value ($000) $102 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,022 Value ($000) $174 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,114 Value ($000) $162 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 536 Value ($000) $78 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 536 Value ($000) $70 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 90 Value ($000) $6 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 9 Value ($000) $1 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 96 Value ($000) $11 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 701 Value ($000) $96 Avg Close $133.66 Range $115.27 - $153.80
Q3 2021
Shares 185 Value ($000) $30 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 181 Value ($000) $28 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 132 Value ($000) $20 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 357 Value ($000) $45 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 172 Value ($000) $17 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 176 Value ($000) $17 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 968 Value ($000) $87 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 962 Value ($000) $134 Avg Close $108.67 Range $93.67 - $118.72