JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 15,070 Value ($000) $4,856 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 15,469 Value ($000) $4,879 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 15,344 Value ($000) $4,448 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 15,517 Value ($000) $3,806 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 15,573 Value ($000) $3,733 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 15,439 Value ($000) $3,255 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 15,318 Value ($000) $3,098 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 15,672 Value ($000) $3,139 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 15,504 Value ($000) $2,637 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 14,693 Value ($000) $2,131 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 14,094 Value ($000) $2,050 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 13,391 Value ($000) $1,745 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 11,955 Value ($000) $1,603 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 11,593 Value ($000) $1,211 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 11,469 Value ($000) $1,292 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 13,020 Value ($000) $1,775 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 13,595 Value ($000) $2,153 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 13,831 Value ($000) $2,264 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 13,833 Value ($000) $2,152 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 13,590 Value ($000) $2,069 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 14,776 Value ($000) $1,878 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 15,265 Value ($000) $1,469 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 14,849 Value ($000) $1,397 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 14,942 Value ($000) $1,345 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 15,095 Value ($000) $2,104 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 14,842 Value ($000) $1,746 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 14,930 Value ($000) $1,669 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 14,933 Value ($000) $1,512 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 15,213 Value ($000) $1,485 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 15,501 Value ($000) $1,749 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 15,166 Value ($000) $1,580 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 15,328 Value ($000) $1,686 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 15,512 Value ($000) $1,659 Avg Close $81.33 Range $76.25 - $87.14