JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 118,424 Value ($000) $38,159 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 189,880 Value ($000) $59,894 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 184,812 Value ($000) $53,579 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 169,458 Value ($000) $41,568 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 161,549 Value ($000) $38,725 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 146,470 Value ($000) $30,885 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 144,281 Value ($000) $29,182 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 139,746 Value ($000) $27,993 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 132,145 Value ($000) $22,478 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 110,673 Value ($000) $16,050 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 109,708 Value ($000) $15,956 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 100,790 Value ($000) $13 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 67,699 Value ($000) $9 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 71,242 Value ($000) $7,445 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 71,372 Value ($000) $8,037 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 72,888 Value ($000) $9,936 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 65,932 Value ($000) $10,440 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 62,012 Value ($000) $10,151 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 47,525 Value ($000) $7,392 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 42,794 Value ($000) $6,514 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 39,820 Value ($000) $5,060 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 36,328 Value ($000) $3,497 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 33,046 Value ($000) $3,108 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 30,430 Value ($000) $2,740 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 21,895 Value ($000) $3,052 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 14,832 Value ($000) $1,746 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 14,810 Value ($000) $1,544 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 10,814 Value ($000) $1,095 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 9,460 Value ($000) $923 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 8,349 Value ($000) $948 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 8,456 Value ($000) $889 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 8,277 Value ($000) $893 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 7,967 Value ($000) $864 Avg Close $81.33 Range $76.25 - $87.14