JPMORGAN CHASE & CO

CUSIP: 46625H365 Class: ALERIAN ML ETN

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q1 2024
Shares 92,000 Value ($000) $2,621 Avg Close — Range —
Q4 2023
Shares 92,000 Value ($000) $2,333 Avg Close — Range —
Q3 2023
Shares 93,524 Value ($000) $2,310 Avg Close — Range —
Q2 2023
Shares 93,525 Value ($000) $2,143 Avg Close — Range —
Q1 2023
Shares 93,525 Value ($000) $2,075 Avg Close — Range —
Q4 2022
Shares 94,492 Value ($000) $2,055 Avg Close — Range —
Q3 2022
Shares 95,642 Value ($000) $1,919 Avg Close — Range —
Q2 2022
Shares 95,157 Value ($000) $1,804 Avg Close — Range —
Q1 2022
Shares 95,157 Value ($000) $1,990 Avg Close — Range —
Q4 2021
Shares 95,157 Value ($000) $1,695 Avg Close — Range —
Q3 2021
Shares 95,303 Value ($000) $1,732 Avg Close — Range —
Q2 2021
Shares 95,556 Value ($000) $1,878 Avg Close — Range —
Q1 2021
Shares 95,698 Value ($000) $1,588 Avg Close — Range —
Q4 2020
Shares 95,990 Value ($000) $1,333 Avg Close — Range —
Q3 2020
Shares 96,184 Value ($000) $1,037 Avg Close — Range —
Q2 2020
Shares 94,899 Value ($000) $1,253 Avg Close — Range —
Q1 2020
Shares 94,806 Value ($000) $856 Avg Close — Range —
Q4 2019
Shares 104,271 Value ($000) $2,274 Avg Close — Range —
Q3 2019
Shares 105,588 Value ($000) $2,457 Avg Close — Range —
Q2 2019
Shares 108,233 Value ($000) $2,718 Avg Close — Range —
Q1 2019
Shares 98,900 Value ($000) $2,523 Avg Close — Range —
Q4 2018
Shares 90,558 Value ($000) $2,021 Avg Close — Range —
Q3 2018
Shares 92,721 Value ($000) $2,546 Avg Close — Range —
Q2 2018
Shares 75,850 Value ($000) $2,016 Avg Close — Range —
Q1 2018
Shares 51,620 Value ($000) $1,239 Avg Close — Range —
Q2 2017
Shares 34,991 Value ($000) $1,039 Avg Close — Range —
Q1 2017
Shares 40,390 Value ($000) $1,305 Avg Close — Range —
Q4 2016
Shares 45,660 Value ($000) $1,443 Avg Close — Range —
Q2 2016
Shares 76,520 Value ($000) $2,449 Avg Close — Range —
Q1 2016
Shares 85,401 Value ($000) $2,314 Avg Close — Range —
Q4 2015
Shares 78,647 Value ($000) $2,278 Avg Close — Range —
Q3 2015
Shares 86,182 Value ($000) $2,619 Avg Close — Range —
Q2 2015
Shares 91,814 Value ($000) $3,636 Avg Close — Range —
Q1 2015
Shares 97,397 Value ($000) $4,422 Avg Close — Range —
Q2 2014
Shares 102,414 Value ($000) $5,364 Avg Close — Range —
Q1 2014
Shares 97,320 Value ($000) $4,529 Avg Close — Range —
Q4 2013
Shares 58,165 Value ($000) $2,696 Avg Close — Range —
Q3 2013
Shares 95,200 Value ($000) $4,246 Avg Close — Range —
Q2 2013
Shares 113,478 Value ($000) $5,293 Avg Close — Range —