JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MA Private Wealth's Holding History (CIK: 0001767474)

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

Q4 2025
Shares 721 Value ($000) $232 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,100 Value ($000) $347 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,093 Value ($000) $317 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,093 Value ($000) $268 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,093 Value ($000) $262 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,108 Value ($000) $234 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,093 Value ($000) $221 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,093 Value ($000) $219 Avg Close $173.61 Range $158.11 - $193.16
Q1 2022
Shares 1,694 Value ($000) $231 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,688 Value ($000) $267 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,591 Value ($000) $260 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 1,586 Value ($000) $247 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,580 Value ($000) $241 Avg Close $127.25 Range $109.49 - $143.03
Q3 2020
Shares 3,347 Value ($000) $322 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 3,339 Value ($000) $314 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 3,331 Value ($000) $300 Avg Close $103.61 Range $65.60 - $120.06
Q3 2019
Shares 3,631 Value ($000) $427 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 3,909 Value ($000) $437 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 3,897 Value ($000) $395 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 4,369 Value ($000) $426 Avg Close $87.53 Range $74.88 - $96.00