JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Outlook Wealth Advisors, LLC's Holding History (CIK: 0001767151)

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

Q4 2025
Shares 4,114 Value ($000) $1,326 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,348 Value ($000) $1,056 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,331 Value ($000) $966 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,279 Value ($000) $805 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,385 Value ($000) $812 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,251 Value ($000) $685 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,208 Value ($000) $649 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,178 Value ($000) $236 Avg Close $173.61 Range $158.11 - $193.16
Q1 2022
Shares 1,776 Value ($000) $242 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,196 Value ($000) $981 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 6,136 Value ($000) $1,004 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 5,556 Value ($000) $864 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 4,766 Value ($000) $725 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 4,764 Value ($000) $605 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 4,687 Value ($000) $451 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 4,327 Value ($000) $407 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 4,103 Value ($000) $369 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 3,213 Value ($000) $448 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 3,236 Value ($000) $381 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 3,230 Value ($000) $361 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 3,107 Value ($000) $315 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 595 Value ($000) $581 Avg Close $87.53 Range $74.88 - $96.00