JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 79,638 Value ($000) $25,661 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 79,104 Value ($000) $24,952 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 83,209 Value ($000) $24,123 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 79,895 Value ($000) $19,598 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 82,231 Value ($000) $19,712 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 81,121 Value ($000) $17,105 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 124,005 Value ($000) $25,081 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 116,023 Value ($000) $23,239 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 130,581 Value ($000) $22,212 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 119,330 Value ($000) $17,305 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 79,769 Value ($000) $11,602 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 70,491 Value ($000) $9,186 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 58,285 Value ($000) $7,816 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 61,286 Value ($000) $6 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 58,688 Value ($000) $7 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 55,712 Value ($000) $8 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 45,811 Value ($000) $7 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 36,484 Value ($000) $6 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 25,636 Value ($000) $4 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 17,731 Value ($000) $3 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 4,350 Value ($000) $1 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 4,739 Value ($000) $0 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 4,388 Value ($000) $413 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,329 Value ($000) $660 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,704 Value ($000) $795 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,262 Value ($000) $619 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,044 Value ($000) $676 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 3,672 Value ($000) $372 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 5,072 Value ($000) $495 Avg Close $87.53 Range $74.88 - $96.00