JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 358,106 Value ($000) $115,389 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 355,384 Value ($000) $112,099 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 355,616 Value ($000) $103,097 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 351,908 Value ($000) $86,323 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 352,176 Value ($000) $84,420 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 352,720 Value ($000) $74,375 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 353,866 Value ($000) $71,573 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 354,208 Value ($000) $70,948 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 352,942 Value ($000) $60,035 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 353,381 Value ($000) $51,247 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 352,538 Value ($000) $51,273 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 353,907 Value ($000) $46,118 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 354,048 Value ($000) $47,478 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 351,067 Value ($000) $36,687 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 341,566 Value ($000) $38,464 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 338,271 Value ($000) $46,113 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 334,689 Value ($000) $52,998 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 334,598 Value ($000) $54,770 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 334,135 Value ($000) $51,971 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 334,668 Value ($000) $50,947 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 333,061 Value ($000) $42,322 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 37,941 Value ($000) $3,653 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 37,116 Value ($000) $3,491 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 37,171 Value ($000) $3,347 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 33,144 Value ($000) $4,620 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 33,504 Value ($000) $3,943 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 25,938 Value ($000) $2,900 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 24,192 Value ($000) $2,449 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 23,064 Value ($000) $2,252 Avg Close $87.53 Range $74.88 - $96.00