JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 35,641 Value ($000) $11,484 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 34,223 Value ($000) $10,795 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 33,691 Value ($000) $9,768 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 32,706 Value ($000) $8,023 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 32,765 Value ($000) $7,854 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 31,875 Value ($000) $6,721 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 31,587 Value ($000) $6,722 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 28,489 Value ($000) $5,462 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 25,512 Value ($000) $4,340 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 26,749 Value ($000) $3,879 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 27,504 Value ($000) $4,000 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 25,167 Value ($000) $3,280 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 26,584 Value ($000) $3,565 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 26,105 Value ($000) $2,728 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 17,473 Value ($000) $1,967 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 15,634 Value ($000) $2,131 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 13,479 Value ($000) $2,135 Avg Close $147.83 Range $136.71 - $155.72