JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 3,915 Value ($000) $1,255 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,758 Value ($000) $870 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,379 Value ($000) $980 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,891 Value ($000) $955 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,899 Value ($000) $935 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,914 Value ($000) $825 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,866 Value ($000) $782 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 4,325 Value ($000) $866 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,205 Value ($000) $715 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 3,554 Value ($000) $515 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 3,002 Value ($000) $437 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,835 Value ($000) $369 Avg Close $128.16 Range $115.18 - $135.05