JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 43,477 Value ($000) $7,219 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 43,708 Value ($000) $7,140 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 43,706 Value ($000) $6,564 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 44,431 Value ($000) $5,252 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 21,337 Value ($000) $5,115 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 21,082 Value ($000) $4,445 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 20,771 Value ($000) $4,201 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 21,180 Value ($000) $4,242 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 21,415 Value ($000) $3,643 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 21,206 Value ($000) $3,075 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 21,831 Value ($000) $3,175 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 21,824 Value ($000) $2,844 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 21,855 Value ($000) $2,931 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 21,873 Value ($000) $2,285 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 21,792 Value ($000) $2,454 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 22,864 Value ($000) $3,116 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 23,074 Value ($000) $3,656 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 23,197 Value ($000) $3,797 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 23,158 Value ($000) $3,602 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 23,541 Value ($000) $3,583 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 24,239 Value ($000) $3,385 Avg Close $98.14 Range $82.75 - $111.83