JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 16,064 Value ($000) $5,176 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 16,860 Value ($000) $5,318 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 17,060 Value ($000) $4,946 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 17,263 Value ($000) $4,235 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 24,385 Value ($000) $6,482 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 25,920 Value ($000) $6,138 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 26,997 Value ($000) $5,601 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 26,597 Value ($000) $4,821 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 27,832 Value ($000) $4,734 Avg Close $144.89 Range $129.30 - $163.25