JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 3,198 Value ($000) $1,030 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,700 Value ($000) $1,167 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,965 Value ($000) $860 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,943 Value ($000) $722 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,927 Value ($000) $702 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,614 Value ($000) $551 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,554 Value ($000) $517 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,460 Value ($000) $493 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,702 Value ($000) $460 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,707 Value ($000) $393 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,743 Value ($000) $399 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 3,259 Value ($000) $425 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,850 Value ($000) $248 Avg Close $117.65 Range $94.06 - $128.78
Q3 2021
Shares 2,079 Value ($000) $340 Avg Close $140.29 Range $130.40 - $151.51