JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Nvest Financial, LLC's Holding History (CIK: 0001915315)

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

Q4 2025
Shares 19,437 Value ($000) $6,263 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 14,614 Value ($000) $4,610 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,347 Value ($000) $5,609 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 19,065 Value ($000) $4,677 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 19,065 Value ($000) $4,570 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 17,568 Value ($000) $3,704 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 17,782 Value ($000) $3,597 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 17,765 Value ($000) $3,558 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 17,238 Value ($000) $2,932 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 16,294 Value ($000) $2,363 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 15,863 Value ($000) $2,307 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 14,354 Value ($000) $1,870 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 13,635 Value ($000) $1,829 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 13,015 Value ($000) $1,360 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 12,799 Value ($000) $1,441 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 12,947 Value ($000) $1,765 Avg Close $133.66 Range $115.27 - $153.80