JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 5,699 Value ($000) $1,836 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,623 Value ($000) $1,774 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,416 Value ($000) $1,570 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,459 Value ($000) $848 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,545 Value ($000) $851 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,392 Value ($000) $715 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,801 Value ($000) $793 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,276 Value ($000) $656 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 3,165 Value ($000) $538 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 3,165 Value ($000) $458 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 3,165 Value ($000) $460 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,526 Value ($000) $329 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,493 Value ($000) $334 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,125 Value ($000) $222 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,354 Value ($000) $265 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,963 Value ($000) $268 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,728 Value ($000) $274 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,728 Value ($000) $283 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 1,720 Value ($000) $268 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,720 Value ($000) $262 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,720 Value ($000) $219 Avg Close $98.14 Range $82.75 - $111.83
Q4 2019
Shares 2,697 Value ($000) $376 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,811 Value ($000) $356 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 2,118 Value ($000) $242 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 2,070 Value ($000) $210 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 2,105 Value ($000) $205 Avg Close $87.53 Range $74.88 - $96.00
Q2 2018
Shares 2,943 Value ($000) $307 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 2,991 Value ($000) $329 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 2,870 Value ($000) $307 Avg Close $81.33 Range $76.25 - $87.14