JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

REGATTA CAPITAL GROUP, LLC's Holding History (CIK: 0001911488)

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

Q4 2025
Shares 22,733 Value ($000) $7,325 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 22,932 Value ($000) $7,234 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 22,424 Value ($000) $6,501 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 22,132 Value ($000) $5,429 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 22,021 Value ($000) $5,279 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 21,414 Value ($000) $4,515 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 20,318 Value ($000) $4,109 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 19,618 Value ($000) $3,929 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 19,264 Value ($000) $3,277 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 19,226 Value ($000) $2,788 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 19,962 Value ($000) $2,903 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 20,248 Value ($000) $2,715 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 20,248 Value ($000) $2,715 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 13,540 Value ($000) $1,525 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 12,839 Value ($000) $1,446 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,665 Value ($000) $1,726 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 12,354 Value ($000) $1,956 Avg Close $147.83 Range $136.71 - $155.72