JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WADDELL & ASSOCIATES, LLC's Holding History (CIK: 0001776757)

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

Q4 2025
Shares 12,854 Value ($000) $4,142 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 13,327 Value ($000) $4,204 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 11,022 Value ($000) $3,195 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 11,877 Value ($000) $2,913 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 11,260 Value ($000) $2,699 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 11,859 Value ($000) $2,501 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 11,850 Value ($000) $2,397 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,649 Value ($000) $2,333 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,447 Value ($000) $1,950 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 12,524 Value ($000) $1,816 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 12,557 Value ($000) $1,826 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 10,561 Value ($000) $1,376 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,668 Value ($000) $1,431 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 10,348 Value ($000) $1,081 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 10,345 Value ($000) $1,165 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 10,605 Value ($000) $1,446 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 8,583 Value ($000) $1,359 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 8,741 Value ($000) $1,431 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 7,769 Value ($000) $1,208 Avg Close $139.74 Range $130.53 - $148.99