JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 7,822 Value ($000) $2,520 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,829 Value ($000) $2,470 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,453 Value ($000) $1,871 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,902 Value ($000) $957 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,702 Value ($000) $888 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,596 Value ($000) $758 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,379 Value ($000) $683 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,138 Value ($000) $629 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,440 Value ($000) $415 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,405 Value ($000) $349 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,397 Value ($000) $349 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,529 Value ($000) $330 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 3,271 Value ($000) $439 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 3,372 Value ($000) $380 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 3,372 Value ($000) $380 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,399 Value ($000) $463 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,208 Value ($000) $508 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 2,345 Value ($000) $384 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 2,355 Value ($000) $366 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,971 Value ($000) $300 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 2,057 Value ($000) $261 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 1,847 Value ($000) $178 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 4,035 Value ($000) $380 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 4,117 Value ($000) $371 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 3,595 Value ($000) $501 Avg Close $108.67 Range $93.67 - $118.72