JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

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

Q4 2025
Shares 28,817 Value ($000) $9,285 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 29,013 Value ($000) $9,153 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 28,425 Value ($000) $8,241 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 30,396 Value ($000) $7,457 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 30,236 Value ($000) $7,249 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 31,427 Value ($000) $6,628 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 31,974 Value ($000) $6,468 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 29,510 Value ($000) $5,912 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 34,969 Value ($000) $5,949 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 35,296 Value ($000) $5,118 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 32,948 Value ($000) $4,792 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 32,333 Value ($000) $4,213 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 29,791 Value ($000) $3,995 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 29,732 Value ($000) $3,107 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 29,053 Value ($000) $3,271 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 27,993 Value ($000) $3,816,093 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 26,568 Value ($000) $4,207 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 26,265 Value ($000) $4,299 Avg Close $140.29 Range $130.40 - $151.51