JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sage Mountain Advisors LLC's Holding History (CIK: 0001832274)

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

Q4 2025
Shares 51,893 Value ($000) $16,721 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 53,380 Value ($000) $16,838 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 50,896 Value ($000) $14,755 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 48,980 Value ($000) $12,015 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 48,611 Value ($000) $11,652 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 47,191 Value ($000) $9,951 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 46,322 Value ($000) $9,369 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 42,994 Value ($000) $8,612 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 42,188 Value ($000) $7,176 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 42,399 Value ($000) $6,149 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 41,929 Value ($000) $6,098 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 41,368 Value ($000) $5,391 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,629 Value ($000) $1,425 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 10,137 Value ($000) $1,059 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 10,032 Value ($000) $1,130 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 10,592 Value ($000) $1,444 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 21,995 Value ($000) $3,483 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 19,580 Value ($000) $3,205 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 18,357 Value ($000) $2,855 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 17,126 Value ($000) $2,607 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 8,256 Value ($000) $1,049 Avg Close $98.14 Range $82.75 - $111.83