JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 585 Value ($000) $188 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 566 Value ($000) $179 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 566 Value ($000) $164 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 566 Value ($000) $139 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 603 Value ($000) $145 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 175 Value ($000) $37 Avg Close $204.96 Range $185.80 - $219.46
Q3 2023
Shares 70 Value ($000) $10 Avg Close $142.31 Range $134.29 - $151.32
Q3 2022
Shares 750 Value ($000) $78 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 750 Value ($000) $84 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 791 Value ($000) $108 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 750 Value ($000) $119 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 750 Value ($000) $123 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 750 Value ($000) $117 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 750 Value ($000) $114 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 750 Value ($000) $95 Avg Close $98.14 Range $82.75 - $111.83