JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 2,487 Value ($000) $801 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,442 Value ($000) $770 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,427 Value ($000) $1 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,353 Value ($000) $1 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,276 Value ($000) $546 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,250 Value ($000) $1 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,404 Value ($000) $486 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,603 Value ($000) $521 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,298 Value ($000) $391 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,244 Value ($000) $325 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,604 Value ($000) $233 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,626 Value ($000) $212 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,718 Value ($000) $230 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 1,858 Value ($000) $227 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,288 Value ($000) $257 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 2,028 Value ($000) $276 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,367 Value ($000) $216 Avg Close $147.83 Range $136.71 - $155.72
Q4 2020
Shares 16,238 Value ($000) $2,063 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 15,664 Value ($000) $1,508 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 13,872 Value ($000) $1,304 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 13,896 Value ($000) $1,251 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 12,767 Value ($000) $1,779 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 12,764 Value ($000) $1,502 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 13,715 Value ($000) $1,533 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 13,838 Value ($000) $1,401 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 13,283 Value ($000) $1,297 Avg Close $87.53 Range $74.88 - $96.00