JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Beacon Pointe Advisors, LLC's Holding History (CIK: 0001744317)

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

Q4 2025
Shares 343,656 Value ($000) $110,733 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 318,277 Value ($000) $100,394 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 378,389 Value ($000) $109,699 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 377,421 Value ($000) $92,581 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 390,506 Value ($000) $93,608 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 390,200 Value ($000) $82,278 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 394,968 Value ($000) $79,886 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 404,964 Value ($000) $81,114 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 451,190 Value ($000) $76,748 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 436,198 Value ($000) $63,258 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 304,603 Value ($000) $44,302 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 323,257 Value ($000) $42,124 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 343,911 Value ($000) $46,118 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 319,974 Value ($000) $33,437 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 301,193 Value ($000) $33,946 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 418,434 Value ($000) $57,041 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 184,814 Value ($000) $29,265 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 246,188 Value ($000) $40,299 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 109,703 Value ($000) $17,063 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 44,853 Value ($000) $6,830 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 47,183 Value ($000) $5,996 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 35,946 Value ($000) $3,463 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 44,431 Value ($000) $4,178 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 26,494 Value ($000) $2,393 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 21,032 Value ($000) $2,932 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 19,865 Value ($000) $2,338 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 21,281 Value ($000) $2,376 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 21,819 Value ($000) $2,203 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 21,620 Value ($000) $2,113 Avg Close $87.53 Range $74.88 - $96.00