JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 6,288 Value ($000) $2,026 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,186 Value ($000) $1,320 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,549 Value ($000) $1,319 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,549 Value ($000) $1,116 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,184 Value ($000) $1,003 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 4,281 Value ($000) $903 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 4,184 Value ($000) $846 Avg Close $189.18 Range $173.46 - $199.28
Q4 2023
Shares 4,475 Value ($000) $761 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,476 Value ($000) $649 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,499 Value ($000) $654 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,513 Value ($000) $588 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,567 Value ($000) $612 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,446 Value ($000) $465 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,463 Value ($000) $502 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,984 Value ($000) $630 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,984 Value ($000) $630 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 3,987 Value ($000) $653 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 3,987 Value ($000) $620 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 6,713 Value ($000) $722 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 5,540 Value ($000) $704 Avg Close $98.14 Range $82.75 - $111.83