JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 32,887 Value ($000) $10,597 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 30,710 Value ($000) $9,687 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 27,445 Value ($000) $7,957 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 26,233 Value ($000) $6,435 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 23,977 Value ($000) $5,748 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,190 Value ($000) $4,890 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 21,834 Value ($000) $4,416 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 23,778 Value ($000) $4,763 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 18,460 Value ($000) $3,140 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 17,966 Value ($000) $2,605 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 17,671 Value ($000) $2,570 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 16,763 Value ($000) $2,184 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 16,052 Value ($000) $2,153 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 14,662 Value ($000) $1,532 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 13,793 Value ($000) $1,553 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,866 Value ($000) $1,754 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 12,579 Value ($000) $1,992 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 11,821 Value ($000) $1,935 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 11,061 Value ($000) $1,720 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 10,384 Value ($000) $1,581 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 9,575 Value ($000) $1,217 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 8,993 Value ($000) $866 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 8,857 Value ($000) $833 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 8,303 Value ($000) $748 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 7,878 Value ($000) $1,098 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,479 Value ($000) $880 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,262 Value ($000) $700 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 2,640 Value ($000) $267 Avg Close $85.34 Range $78.85 - $89.81
Q1 2018
Shares 1,986 Value ($000) $218 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 1,986 Value ($000) $212 Avg Close $81.33 Range $76.25 - $87.14