JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CarsonAllaria Wealth Management, Ltd.'s Holding History (CIK: 0001900946)

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

Q3 2025
Shares 1,309 Value ($000) $413 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,238 Value ($000) $359 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,249 Value ($000) $307 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,282 Value ($000) $307 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,536 Value ($000) $324 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,903 Value ($000) $385 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,073 Value ($000) $415 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,564 Value ($000) $436 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,678 Value ($000) $388 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,704 Value ($000) $393 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,744 Value ($000) $358 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,733 Value ($000) $0 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,779 Value ($000) $290 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 1,824 Value ($000) $205 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 25 Value ($000) $3 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 25 Value ($000) $4 Avg Close $147.83 Range $136.71 - $155.72