JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Navis Wealth Advisors, LLC's Holding History (CIK: 0001849055)

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

Q4 2025
Shares 7,141 Value ($000) $2,301 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,143 Value ($000) $1,938 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,606 Value ($000) $1,335 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,652 Value ($000) $1,141 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,396 Value ($000) $574 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,494 Value ($000) $526 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,492 Value ($000) $504 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,343 Value ($000) $469 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,349 Value ($000) $400 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,327 Value ($000) $337 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,325 Value ($000) $338 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,306 Value ($000) $300 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,303 Value ($000) $309 Avg Close $117.65 Range $94.06 - $128.78
Q2 2022
Shares 3,944 Value ($000) $444 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,925 Value ($000) $535 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,110 Value ($000) $492 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 3,096 Value ($000) $507 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 5,083 Value ($000) $791 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 5,070 Value ($000) $772 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 5,055 Value ($000) $642 Avg Close $98.14 Range $82.75 - $111.83