JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BARTLETT & CO. WEALTH MANAGEMENT LLC's Holding History (CIK: 0002010186)

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

Q4 2025
Shares 746,883 Value ($000) $240,661 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 755,223 Value ($000) $238,219 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 767,328 Value ($000) $222,456 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 755,340 Value ($000) $185,284 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 761,467 Value ($000) $182,531 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 769,492 Value ($000) $162,255 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 790,793 Value ($000) $159,945 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 797,570 Value ($000) $159,753 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 821,117 Value ($000) $139,836 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 818,690 Value ($000) $118,726 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 813,651 Value ($000) $118,337 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 736,311 Value ($000) $95,921 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 725,145 Value ($000) $97,242 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 719,914 Value ($000) $75,234 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 720,797 Value ($000) $81,169 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 717,965 Value ($000) $97,873 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 679,564 Value ($000) $107,609 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 676,676 Value ($000) $110,765 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 673,498 Value ($000) $104,756 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 671,794 Value ($000) $102,267 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 666,212 Value ($000) $84,656 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 666,279 Value ($000) $64,143 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 655,455 Value ($000) $61,652 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 643,474 Value ($000) $57,932 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 642,681 Value ($000) $89,590 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 643,694 Value ($000) $75,756 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 242,162 Value ($000) $27,074 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 226,438 Value ($000) $22,922 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 93,886 Value ($000) $9,165 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 98,021 Value ($000) $11,061 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 97,475 Value ($000) $10,157 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 96,080 Value ($000) $10,566 Avg Close $91.43 Range $83.98 - $96.37