JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Bell & Brown Wealth Advisors, LLC's Holding History (CIK: 0001725362)

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

Q4 2025
Shares 32,773 Value ($000) $10,560 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 33,538 Value ($000) $10,579 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 33,983 Value ($000) $9,853 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 33,931 Value ($000) $8,324 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 33,980 Value ($000) $8,146 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 33,950 Value ($000) $7,159 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 33,872 Value ($000) $6,853 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 32,965 Value ($000) $6,603 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 33,706 Value ($000) $5,734 Avg Close $144.89 Range $129.30 - $163.25
Q2 2023
Shares 33,440 Value ($000) $4,864 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 32,709 Value ($000) $4,262 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 33,311 Value ($000) $4,467 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 32,577 Value ($000) $3,404 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 32,927 Value ($000) $3,708 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 32,968 Value ($000) $4,494 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 32,440 Value ($000) $5,092 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 31,177 Value ($000) $5,103 Avg Close $140.29 Range $130.40 - $151.51
Q3 2020
Shares 30,286 Value ($000) $3,042 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 28,127 Value ($000) $2,748 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 26,944 Value ($000) $2,417 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 25,179 Value ($000) $3,434 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 25,996 Value ($000) $3,019 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 25,822 Value ($000) $2,887 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 25,221 Value ($000) $2,553 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 24,725 Value ($000) $2,414 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 24,081 Value ($000) $2,625 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 24,189 Value ($000) $2,521 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 23,866 Value ($000) $2,575 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 24,163 Value ($000) $2,584 Avg Close $81.33 Range $76.25 - $87.14