JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 6,202 Value ($000) $1,998 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,686 Value ($000) $1,794 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,603 Value ($000) $1,624 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 5,496 Value ($000) $1,344 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 6,026 Value ($000) $1,445 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,748 Value ($000) $1,212 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,970 Value ($000) $1,207 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,088 Value ($000) $1,219 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 6,598 Value ($000) $1,122 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 5,628 Value ($000) $816 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,885 Value ($000) $1,001 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,690 Value ($000) $611 Avg Close $128.16 Range $115.18 - $135.05
Q4 2021
Shares 10,005 Value ($000) $1,584 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 9,880 Value ($000) $1,617 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 9,925 Value ($000) $1,544 Avg Close $139.74 Range $130.53 - $148.99