JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

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

Q4 2025
Shares 46,216 Value ($000) $14,891 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 49,781 Value ($000) $15,702 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 49,639 Value ($000) $14,391 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 49,779 Value ($000) $11,991 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 44,041 Value ($000) $11,713 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 45,000 Value ($000) $9,489 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 46,153 Value ($000) $9,335 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 41,133 Value ($000) $8,239 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 40,030 Value ($000) $6,809 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 41,523 Value ($000) $6,022 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 39,934 Value ($000) $5,808 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 40,950 Value ($000) $5,336 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 39,494 Value ($000) $5,296 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 38,433 Value ($000) $4,016 Avg Close $105.62 Range $96.10 - $114.36
Q1 2022
Shares 34,176 Value ($000) $4,658 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 33,865 Value ($000) $5,362 Avg Close $147.83 Range $136.71 - $155.72