JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Legacy Advisors, LLC's Holding History (CIK: 0001720969)

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

Q4 2025
Shares 17,506 Value ($000) $5,641 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 15,931 Value ($000) $5,025 Avg Close $295.93 Range $278.95 - $316.47
Q1 2025
Shares 26,697 Value ($000) $6,549 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 26,635 Value ($000) $6,385 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 25,095 Value ($000) $5,292 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 24,236 Value ($000) $4,902 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 20,349 Value ($000) $4,076 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 20,824 Value ($000) $3,542 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 20,060 Value ($000) $2,909 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 20,305 Value ($000) $2,953 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,386 Value ($000) $962 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 7,732 Value ($000) $1,037 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 5,983 Value ($000) $625 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 5,996 Value ($000) $675 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 4,892 Value ($000) $667 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,298 Value ($000) $522 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 3,317 Value ($000) $543 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 3,298 Value ($000) $513 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 3,298 Value ($000) $502 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 2,423 Value ($000) $308 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 2,573 Value ($000) $248 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 2,823 Value ($000) $266 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 8,996 Value ($000) $810 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 7,905 Value ($000) $1,102 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 6,494 Value ($000) $764 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 8,315 Value ($000) $930 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,007 Value ($000) $811 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 8,149 Value ($000) $796 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 7,293 Value ($000) $823 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,833 Value ($000) $295 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 2,397 Value ($000) $264 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 1,588 Value ($000) $169 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,654 Value ($000) $157 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 1,165 Value ($000) $106 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 1,165 Value ($000) $102 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 1,165 Value ($000) $100 Avg Close $59.89 Range $51.67 - $68.65