JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 143,580 Value ($000) $46,264 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 152,192 Value ($000) $48,006 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 152,911 Value ($000) $44,330 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 174,600 Value ($000) $36,842 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 171,858 Value ($000) $35,345 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 171,249 Value ($000) $30,966 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 172,528 Value ($000) $29,963 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 174,232 Value ($000) $28,931 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 184,588 Value ($000) $27,254 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 173,557 Value ($000) $21,639 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 172,755 Value ($000) $21,585 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 167,882 Value ($000) $18,707 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 151,114 Value ($000) $17,002 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 148,655 Value ($000) $12,998 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 142,728 Value ($000) $13,340 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 142,985 Value ($000) $16,175 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 126,584 Value ($000) $16,188 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 127,087 Value ($000) $16,815 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 120,173 Value ($000) $14,904 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 120,896 Value ($000) $14,697 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 140,334 Value ($000) $12,237 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 83,820 Value ($000) $8,069 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 95,703 Value ($000) $9,002 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 84,968 Value ($000) $8,678 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 82,746 Value ($000) $11,535 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 81,092 Value ($000) $9,544 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 83,577 Value ($000) $9,344 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 83,770 Value ($000) $8,480 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 94,024 Value ($000) $9,179 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 91,713 Value ($000) $9,986 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 90,308 Value ($000) $10,297 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 93,939 Value ($000) $10,330 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 97,646 Value ($000) $10,442 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 92,846 Value ($000) $8,868 Avg Close $73.66 Range $70.35 - $76.59