JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 9,074 Value ($000) $2,924 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 9,563 Value ($000) $3,016 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 9,933 Value ($000) $2,880 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 9,983 Value ($000) $2,449 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 10,050 Value ($000) $2,409 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 10,710 Value ($000) $2,258 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 10,962 Value ($000) $2,217 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,338 Value ($000) $2,271 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,286 Value ($000) $1,920 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,371 Value ($000) $1,649 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 10,081 Value ($000) $1,466 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 10,161 Value ($000) $1,324 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,692 Value ($000) $1,434 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 10,744 Value ($000) $1,123 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 9,011 Value ($000) $1,015 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 8,115 Value ($000) $1,106 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 8,211 Value ($000) $1,300 Avg Close $147.83 Range $136.71 - $155.72