JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Bogart Wealth, LLC's Holding History (CIK: 0001715740)

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

Q4 2025
Shares 35,233 Value ($000) $11,353 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 35,105 Value ($000) $11,073 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 34,896 Value ($000) $10,117 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 37,816 Value ($000) $9,276 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 37,833 Value ($000) $9,069 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 38,320 Value ($000) $8,080 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 43,253 Value ($000) $8,748 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 44,529 Value ($000) $8,919 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 37,852 Value ($000) $6,439 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 38,571 Value ($000) $5,594 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 38,472 Value ($000) $5,595 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 37,225 Value ($000) $4,851 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 32,495 Value ($000) $4,358 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 36,539 Value ($000) $3,818 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 29,432 Value ($000) $3,314 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 23,214 Value ($000) $3,165 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 19,391 Value ($000) $3,071 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 17,143 Value ($000) $2,806 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 14,286 Value ($000) $2,222 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 11,977 Value ($000) $1,823 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 9,414 Value ($000) $1,196 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 8,639 Value ($000) $831 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 8,804 Value ($000) $828 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,615 Value ($000) $686 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 658 Value ($000) $92 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 529 Value ($000) $62 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 529 Value ($000) $59 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 533 Value ($000) $53 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 625 Value ($000) $61 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 525 Value ($000) $59 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 451 Value ($000) $46 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 451 Value ($000) $50 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 451 Value ($000) $48 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 451 Value ($000) $43 Avg Close $73.66 Range $70.35 - $76.59