JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Trifecta Capital Advisors, LLC's Holding History (CIK: 0001962615)

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

Q4 2025
Shares 28,057 Value ($000) $9,041 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 27,301 Value ($000) $8,612 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 26,124 Value ($000) $7,574 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 23,897 Value ($000) $5,862 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 23,492 Value ($000) $5,631 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 23,338 Value ($000) $4,921 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 23,201 Value ($000) $4,693 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 22,636 Value ($000) $4,534 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 22,164 Value ($000) $3,770 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 21,927 Value ($000) $3,180 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 20,559 Value ($000) $2,990 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 20,424 Value ($000) $2,661 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 19,442 Value ($000) $2,607 Avg Close $117.65 Range $94.06 - $128.78