JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 12,679 Value ($000) $4,085 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 11,314 Value ($000) $3,569 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 10,387 Value ($000) $3,011 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 10,375 Value ($000) $2,545 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 8,757 Value ($000) $2,099 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 8,452 Value ($000) $1,782 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 8,481 Value ($000) $1,715 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 8,437 Value ($000) $1,690 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 8,392 Value ($000) $1,427 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 8,141 Value ($000) $1,181 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 8,072 Value ($000) $1,174 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 7,545 Value ($000) $983 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 7,511 Value ($000) $1,007 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 7,356 Value ($000) $769 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 7,004 Value ($000) $789 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,282 Value ($000) $856 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,241 Value ($000) $988 Avg Close $147.83 Range $136.71 - $155.72