JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 23,124 Value ($000) $7,451 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 23,978 Value ($000) $7,563 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 24,274 Value ($000) $7,037 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 24,029 Value ($000) $5,894 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 24,313 Value ($000) $5,828 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 25,149 Value ($000) $5,303 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 25,475 Value ($000) $5,153 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 25,167 Value ($000) $5,041 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 25,262 Value ($000) $4,297 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 25,375 Value ($000) $3,680 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 24,641 Value ($000) $3,584 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 24,809 Value ($000) $3,233 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 25,085 Value ($000) $3,364 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 25,095 Value ($000) $2,622 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 23,419 Value ($000) $2,637 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 23,599 Value ($000) $3,217 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 23,850 Value ($000) $3,777 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 23,334 Value ($000) $3,820 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 22,553 Value ($000) $3,508 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 22,337 Value ($000) $3,400 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 21,772 Value ($000) $2,767 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 22,911 Value ($000) $2,206 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 20,111 Value ($000) $1,892 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 18,692 Value ($000) $1,683 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 17,595 Value ($000) $2,453 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 17,039 Value ($000) $2,005 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 16,826 Value ($000) $1,881 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 13,846 Value ($000) $1,402 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 13,089 Value ($000) $1,278 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 12,396 Value ($000) $1,399 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 12,061 Value ($000) $1,257 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 10,416 Value ($000) $1,145 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 10,369 Value ($000) $1,109 Avg Close $81.33 Range $76.25 - $87.14