JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 23,986 Value ($000) $7,729 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 21,214 Value ($000) $6,692 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 20,729 Value ($000) $6,010 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 19,295 Value ($000) $4,733 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 16,249 Value ($000) $3,895 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 13,461 Value ($000) $2,838 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 11,092 Value ($000) $2,244 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,118 Value ($000) $1,225 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,386 Value ($000) $746 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,568 Value ($000) $662 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,270 Value ($000) $621 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,270 Value ($000) $556 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,400 Value ($000) $590 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,419 Value ($000) $462 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,441 Value ($000) $500 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 4,485 Value ($000) $611 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 5,083 Value ($000) $805 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 4,939 Value ($000) $808 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 4,975 Value ($000) $774 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 4,915 Value ($000) $748 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 4,809 Value ($000) $611 Avg Close $98.14 Range $82.75 - $111.83