JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Stephens Consulting, LLC's Holding History (CIK: 0001961632)

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

Q4 2025
Shares 8,045 Value ($000) $2,592 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,883 Value ($000) $2,486 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 8,701 Value ($000) $2,523 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 7,795 Value ($000) $1,912 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 7,764 Value ($000) $1,861 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,769 Value ($000) $1,638 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 7,796 Value ($000) $1,577 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 7,880 Value ($000) $1,578 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,969 Value ($000) $1,356 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 8,003 Value ($000) $1,161 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 8,018 Value ($000) $1,166 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 8,112 Value ($000) $1,057 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 8,105 Value ($000) $1,087 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 8,098 Value ($000) $846 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 6,252 Value ($000) $704 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,291 Value ($000) $858 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,238 Value ($000) $988 Avg Close $147.83 Range $136.71 - $155.72