JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 480,501 Value ($000) $154,827 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 450,230 Value ($000) $140,328 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 438,509 Value ($000) $125,826 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 422,408 Value ($000) $103,617 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 406,308 Value ($000) $97,396 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 374,653 Value ($000) $78,999 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 302,407 Value ($000) $61,165 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 295,728 Value ($000) $56,679 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 265,191 Value ($000) $45,109 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 232,926 Value ($000) $33,779 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 210,662 Value ($000) $30,639 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 139,986 Value ($000) $18,242 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 124,034 Value ($000) $16,633 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 116,052 Value ($000) $12,127 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 115,539 Value ($000) $13,011 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 101,080 Value ($000) $13,779 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 74,380 Value ($000) $11,778 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 67,841 Value ($000) $11,105 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 64,493 Value ($000) $10,031 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 59,364 Value ($000) $9,037 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 17,634 Value ($000) $2,241 Avg Close $98.14 Range $82.75 - $111.83