JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 5,148 Value ($000) $1,659 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,899 Value ($000) $1,545 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,930 Value ($000) $1,429 Avg Close $252.67 Range $200.22 - $289.84
Q4 2024
Shares 4,589 Value ($000) $1,100 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 4,484 Value ($000) $945 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 51,376 Value ($000) $1 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 4,394 Value ($000) $1 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,576 Value ($000) $1 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,261 Value ($000) $1 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,536 Value ($000) $660 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,191 Value ($000) $930 Avg Close $128.16 Range $115.18 - $135.05
Q3 2022
Shares 4,585 Value ($000) $479 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 3,890 Value ($000) $438 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,795 Value ($000) $517 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,298 Value ($000) $522 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 3,245 Value ($000) $533 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 2,787 Value ($000) $433 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 2,980 Value ($000) $386 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 2,980 Value ($000) $386 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 2,725 Value ($000) $262 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 2,732 Value ($000) $257 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 2,802 Value ($000) $252 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 2,773 Value ($000) $386 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,704 Value ($000) $318 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 1,582 Value ($000) $177 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 1,462 Value ($000) $147 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 1,466 Value ($000) $143 Avg Close $87.53 Range $74.88 - $96.00