JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 930,086 Value ($000) $299,692 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 930,339 Value ($000) $293,456 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 685,921 Value ($000) $198,855 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 666,789 Value ($000) $163,563 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 636,912 Value ($000) $152,674 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 616,824 Value ($000) $130,063 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 559,342 Value ($000) $113,132 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 569,563 Value ($000) $114,084 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 473,254 Value ($000) $80,501 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 467,235 Value ($000) $67,758 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 486,166 Value ($000) $70,708 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 461,808 Value ($000) $60,178 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 459,138 Value ($000) $61,570 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 418,108 Value ($000) $43,692 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 383,893 Value ($000) $43,230 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 398,714 Value ($000) $54,353 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 407,729 Value ($000) $64,564 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 378,971 Value ($000) $62,034 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 352,065 Value ($000) $54,760 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 354,519 Value ($000) $53,968,485 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 299,402 Value ($000) $38,045 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 296,949 Value ($000) $28,587 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 269,198 Value ($000) $25,321 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 241,662 Value ($000) $21,756 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 227,601 Value ($000) $31,727 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 226,819 Value ($000) $26,694 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 218,235 Value ($000) $24,398 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 205,749 Value ($000) $20,828 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 211,337 Value ($000) $20,630 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 193,086 Value ($000) $21,788 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 162,097 Value ($000) $16,891 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 144,748 Value ($000) $15,917 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 134,694 Value ($000) $14,404 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 98,036 Value ($000) $9,363 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 88,481 Value ($000) $8,087 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 70,164 Value ($000) $6,163 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 46,688 Value ($000) $4,028 Avg Close $59.89 Range $51.67 - $68.65