JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 1,461 Value ($000) $471 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,461 Value ($000) $461 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 963 Value ($000) $279 Avg Close $252.67 Range $200.22 - $289.84
Q4 2022
Shares 1,981 Value ($000) $266 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 31,068 Value ($000) $3,247 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 31,134 Value ($000) $3,506 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 31,134 Value ($000) $4,244 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 33,677 Value ($000) $5,333 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 33,362 Value ($000) $5,461 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 33,599 Value ($000) $5,226 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 33,613 Value ($000) $5,117 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 34,191 Value ($000) $4,345 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 33,721 Value ($000) $3,246 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 39,833 Value ($000) $3,747 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 4,073 Value ($000) $367 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 3,866 Value ($000) $539 Avg Close $108.67 Range $93.67 - $118.72