JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 34,037 Value ($000) $10,967 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 33,883 Value ($000) $10,688 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 33,914 Value ($000) $9,832 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 34,102 Value ($000) $8,365 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 32,979 Value ($000) $7,905 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 32,286 Value ($000) $6,808 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 31,903 Value ($000) $6,453 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 31,824 Value ($000) $6,374 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 30,183 Value ($000) $5,134 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 29,247 Value ($000) $4,241 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 29,287 Value ($000) $4,259 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 29,005 Value ($000) $3,780 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 29,516 Value ($000) $3,958 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 29,294 Value ($000) $3,061 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 29,311 Value ($000) $3,301 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 29,381 Value ($000) $4,005 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 31,612 Value ($000) $5,006 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 30,574 Value ($000) $5,005 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 30,602 Value ($000) $4,760 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 30,219 Value ($000) $4,600 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 31,060 Value ($000) $3,947 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 33,010 Value ($000) $3,178 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 33,728 Value ($000) $3,172 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 31,914 Value ($000) $2,873 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 33,789 Value ($000) $4,710 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 36,463 Value ($000) $4,291 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 37,098 Value ($000) $4,148 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 35,212 Value ($000) $3,564 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 35,547 Value ($000) $3,470 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 37,172 Value ($000) $4,194 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 37,489 Value ($000) $3,906 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 29,825 Value ($000) $3,280 Avg Close $91.43 Range $83.98 - $96.37