JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 7,316 Value ($000) $2,357 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,117 Value ($000) $2,245 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,812 Value ($000) $1,975 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,679 Value ($000) $1,638 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 6,255 Value ($000) $1,499 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,588 Value ($000) $1,178 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,471 Value ($000) $1,107 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,163 Value ($000) $1,034 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,750 Value ($000) $808 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,262 Value ($000) $618 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,827 Value ($000) $702 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,521 Value ($000) $589 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,542 Value ($000) $609 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,032 Value ($000) $421 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,078 Value ($000) $459 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,908 Value ($000) $533 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,324 Value ($000) $526 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,820 Value ($000) $298 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 2,288 Value ($000) $348 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 2,288 Value ($000) $348 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,677 Value ($000) $213 Avg Close $98.14 Range $82.75 - $111.83