JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MONECO Advisors, LLC's Holding History (CIK: 0001765690)

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

Q4 2025

Shares 19,572 Value ($000) $6,306 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 20,003 Value ($000) $6,309 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,594 Value ($000) $5,681 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 17,893 Value ($000) $4,389 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 18,016 Value ($000) $4,319 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 14,918 Value ($000) $3,146 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 19,185 Value ($000) $3,880 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 19,576 Value ($000) $3,921 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 13,041 Value ($000) $2,218 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 14,044 Value ($000) $2,037 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 13,566 Value ($000) $1,973 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,310 Value ($000) $1,734 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 11,293 Value ($000) $1,514 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,815 Value ($000) $1,130 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,309 Value ($000) $1,161 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 8,756 Value ($000) $1,194 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,560 Value ($000) $1,273 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 8,425 Value ($000) $1,379 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 7,622 Value ($000) $1,185 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,369 Value ($000) $1,122 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,005 Value ($000) $562 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 4,722 Value ($000) $455 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,633 Value ($000) $436 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,184 Value ($000) $377 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 4,305 Value ($000) $595 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 4,172 Value ($000) $491 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,794 Value ($000) $424 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 4,494 Value ($000) $455 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 3,663 Value ($000) $358 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,572	$6,306	$309.53	$290.54 - $330.86
Q3 2025	20,003	$6,309	$295.93	$278.95 - $316.47
Q2 2025	19,594	$5,681	$252.67	$200.22 - $289.84
Q1 2025	17,893	$4,389	$250.91	$220.72 - $275.86
Q4 2024	18,016	$4,319	$228.03	$198.89 - $249.04
Q3 2024	14,918	$3,146	$204.96	$185.80 - $219.46
Q2 2024	19,185	$3,880	$189.18	$173.46 - $199.28
Q1 2024	19,576	$3,921	$173.61	$158.11 - $193.16
Q4 2023	13,041	$2,218	$144.89	$129.30 - $163.25
Q3 2023	14,044	$2,037	$142.31	$134.29 - $151.32
Q2 2023	13,566	$1,973	$129.66	$119.02 - $137.67
Q1 2023	13,310	$1,734	$128.16	$115.18 - $135.05
Q4 2022	11,293	$1,514	$117.65	$94.06 - $128.78
Q3 2022	10,815	$1,130	$105.62	$96.10 - $114.36
Q2 2022	10,309	$1,161	$113.02	$101.22 - $124.46
Q1 2022	8,756	$1,194	$133.66	$115.27 - $153.80
Q4 2021	8,560	$1,273	$147.83	$136.71 - $155.72
Q3 2021	8,425	$1,379	$140.29	$130.40 - $151.51
Q2 2021	7,622	$1,185	$139.74	$130.53 - $148.99
Q1 2021	7,369	$1,122	$127.25	$109.49 - $143.03
Q4 2020	4,005	$562	$98.14	$82.75 - $111.83
Q3 2020	4,722	$455	$85.44	$79.00 - $92.62
Q2 2020	4,633	$436	$81.74	$70.76 - $99.77
Q1 2020	4,184	$377	$103.61	$65.60 - $120.06
Q4 2019	4,305	$595	$108.67	$93.67 - $118.72
Q3 2019	4,172	$491	$95.08	$87.73 - $101.23
Q2 2019	3,794	$424	$92.02	$84.61 - $97.81
Q1 2019	4,494	$455	$85.34	$78.85 - $89.81
Q4 2018	3,663	$358	$87.53	$74.88 - $96.00