JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

JGP Wealth Management, LLC's Holding History (CIK: 0001748278)

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

Q4 2025
Shares 81,723 Value ($000) $26,333 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 81,477 Value ($000) $25,058 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 81,810 Value ($000) $23,717 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 81,691 Value ($000) $20,039 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 92,387 Value ($000) $22,146 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 91,756 Value ($000) $19,348 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 92,301 Value ($000) $18,669 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 92,951 Value ($000) $18,618 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 105,682 Value ($000) $17,976 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 104,505 Value ($000) $15,155 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 102,085 Value ($000) $14,847 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 101,383 Value ($000) $13,211 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 72,530 Value ($000) $9,726 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 71,493 Value ($000) $7,577 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 68,461 Value ($000) $7,660 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 65,215 Value ($000) $8,706 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 64,843 Value ($000) $10,620 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 62,917 Value ($000) $10,299 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 62,649 Value ($000) $9,744 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 67,161 Value ($000) $10,224 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 66,731 Value ($000) $9,226 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 65,281 Value ($000) $6,511 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 62,773 Value ($000) $5,857 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 61,839 Value ($000) $5,831 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 61,736 Value ($000) $8,534 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 57,524 Value ($000) $6,515 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 56,942 Value ($000) $6,366 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 56,022 Value ($000) $5,671 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 50,981 Value ($000) $4,977 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 49,423 Value ($000) $5,579 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 49,058 Value ($000) $5,112 Avg Close $89.02 Range $83.70 - $93.47