JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 74,497 Value ($000) $24,005 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 73,047 Value ($000) $23,041 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 66,519 Value ($000) $19,032 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 99,162 Value ($000) $24,324 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 95,060 Value ($000) $22,787 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 94,149 Value ($000) $19,852 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 98,481 Value ($000) $19,901 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 108,947 Value ($000) $39,231 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 106,304 Value ($000) $18,105 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 99,713 Value ($000) $14,460 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 49,537 Value ($000) $7,205 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 59,368 Value ($000) $7,736 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 39,596 Value ($000) $5 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 32,613 Value ($000) $3,408 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 61,179 Value ($000) $6,889 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 86,502 Value ($000) $11,813 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 228,926 Value ($000) $36,276 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 200,693 Value ($000) $33,090 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 196,193 Value ($000) $30,552 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 224,418 Value ($000) $33,982 Avg Close $127.25 Range $109.49 - $143.03