JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HOEY INVESTMENTS, INC's Holding History (CIK: 0001799544)

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

Q4 2025

Shares 31,581 Value ($000) $10,176 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 31,002 Value ($000) $9,779 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 30,331 Value ($000) $8,793 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 33,178 Value ($000) $8,139 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 36,396 Value ($000) $8,724 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 25,879 Value ($000) $5,234 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 25,879 Value ($000) $5,234 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 22,378 Value ($000) $4,482 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 20,631 Value ($000) $3,509 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 17,879 Value ($000) $2,593 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 7,204 Value ($000) $1,048 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,570 Value ($000) $726 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 2,983 Value ($000) $400 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 3,883 Value ($000) $406 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 1,975 Value ($000) $222 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 51,519 Value ($000) $7,023 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 64,472 Value ($000) $10,209 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 62,239 Value ($000) $10,188 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 64,581 Value ($000) $10,045 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 54,459 Value ($000) $8,290 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 45,444 Value ($000) $5,775 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 38,550 Value ($000) $3,711 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 49,684 Value ($000) $4,673 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 17,267 Value ($000) $1,555 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 44,894 Value ($000) $6,258 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,581	$10,176	$309.53	$290.54 - $330.86
Q3 2025	31,002	$9,779	$295.93	$278.95 - $316.47
Q2 2025	30,331	$8,793	$252.67	$200.22 - $289.84
Q1 2025	33,178	$8,139	$250.91	$220.72 - $275.86
Q4 2024	36,396	$8,724	$228.03	$198.89 - $249.04
Q3 2024	25,879	$5,234	$204.96	$185.80 - $219.46
Q2 2024	25,879	$5,234	$189.18	$173.46 - $199.28
Q1 2024	22,378	$4,482	$173.61	$158.11 - $193.16
Q4 2023	20,631	$3,509	$144.89	$129.30 - $163.25
Q3 2023	17,879	$2,593	$142.31	$134.29 - $151.32
Q2 2023	7,204	$1,048	$129.66	$119.02 - $137.67
Q1 2023	5,570	$726	$128.16	$115.18 - $135.05
Q4 2022	2,983	$400	$117.65	$94.06 - $128.78
Q3 2022	3,883	$406	$105.62	$96.10 - $114.36
Q2 2022	1,975	$222	$113.02	$101.22 - $124.46
Q1 2022	51,519	$7,023	$133.66	$115.27 - $153.80
Q4 2021	64,472	$10,209	$147.83	$136.71 - $155.72
Q3 2021	62,239	$10,188	$140.29	$130.40 - $151.51
Q2 2021	64,581	$10,045	$139.74	$130.53 - $148.99
Q1 2021	54,459	$8,290	$127.25	$109.49 - $143.03
Q4 2020	45,444	$5,775	$98.14	$82.75 - $111.83
Q3 2020	38,550	$3,711	$85.44	$79.00 - $92.62
Q2 2020	49,684	$4,673	$81.74	$70.76 - $99.77
Q1 2020	17,267	$1,555	$103.61	$65.60 - $120.06
Q4 2019	44,894	$6,258	$108.67	$93.67 - $118.72