JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 11,847 Value ($000) $3,817 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 13,687 Value ($000) $4,317 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 13,358 Value ($000) $3,873 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 13,283 Value ($000) $3,258 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 12,887 Value ($000) $3,089 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 12,861 Value ($000) $2,712 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 12,826 Value ($000) $2,594 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 12,470 Value ($000) $2,498 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 12,913 Value ($000) $2,197 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 12,173 Value ($000) $1,765 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 12,546 Value ($000) $1,825 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 12,107 Value ($000) $1,578 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 12,107 Value ($000) $1,624 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 12,177 Value ($000) $1,272 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 12,524 Value ($000) $1,410 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,509 Value ($000) $1,705 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 12,861 Value ($000) $2,037 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 17,413 Value ($000) $2,850 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 16,434 Value ($000) $2,556 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 16,422 Value ($000) $2,500 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 16,344 Value ($000) $2,077 Avg Close $98.14 Range $82.75 - $111.83