JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 42,717 Value ($000) $13,764 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 42,766 Value ($000) $13,490 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 43,109 Value ($000) $12,498 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 43,316 Value ($000) $10,625 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 52,183 Value ($000) $12,509 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 53,193 Value ($000) $11,216 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 55,425 Value ($000) $11,210 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 61,510 Value ($000) $12,320 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 64,253 Value ($000) $10,929 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 64,938 Value ($000) $9,417 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 68,413 Value ($000) $9,950 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 68,838 Value ($000) $8,970 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 69,037 Value ($000) $9,258 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 74,212 Value ($000) $7,755 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 65,283 Value ($000) $7,352 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 63,938 Value ($000) $8,716 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 56,613 Value ($000) $8,965 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 56,458 Value ($000) $9,242 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 55,736 Value ($000) $8,669 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 55,795 Value ($000) $8,494 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 54,199 Value ($000) $6,887 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 55,083 Value ($000) $5,302 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 50,733 Value ($000) $4,771 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 46,848 Value ($000) $4,217 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 52,235 Value ($000) $7,281 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 52,287 Value ($000) $6,153 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 52,922 Value ($000) $5,916 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 52,157 Value ($000) $5,279 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 54,723 Value ($000) $5,342 Avg Close $87.53 Range $74.88 - $96.00