JPMORGAN CHASE & CO

CUSIP: 46625h100 Class: cs

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q3 2023
Shares 49,544 Value ($000) $7,185 Avg Close — Range —
Q2 2023
Shares 49,675 Value ($000) $7,225 Avg Close — Range —
Q1 2023
Shares 49,886 Value ($000) $6,501 Avg Close — Range —
Q4 2022
Shares 49,629 Value ($000) $6,655 Avg Close — Range —
Q3 2022
Shares 48,277 Value ($000) $5,045 Avg Close — Range —
Q2 2022
Shares 47,825 Value ($000) $5,386 Avg Close — Range —
Q1 2022
Shares 46,902 Value ($000) $6,393,696 Avg Close — Range —
Q4 2021
Shares 45,235 Value ($000) $7,163,041 Avg Close — Range —
Q3 2021
Shares 43,734 Value ($000) $7,159 Avg Close — Range —
Q2 2021
Shares 42,158 Value ($000) $6,557,212 Avg Close — Range —
Q1 2021
Shares 41,651 Value ($000) $6,340,584 Avg Close — Range —
Q4 2020
Shares 40,710 Value ($000) $5,173 Avg Close — Range —
Q3 2020
Shares 4,135 Value ($000) $4,134,566 Avg Close — Range —
Q2 2020
Shares 42,701 Value ($000) $4,016 Avg Close — Range —
Q1 2020
Shares 40,470 Value ($000) $3,644 Avg Close — Range —
Q4 2019
Shares 38,558 Value ($000) $5,375 Avg Close — Range —
Q3 2019
Shares 41,438 Value ($000) $4,877 Avg Close — Range —
Q2 2019
Shares 40,982 Value ($000) $4,582 Avg Close — Range —
Q1 2019
Shares 41,407 Value ($000) $4,192 Avg Close — Range —
Q4 2018
Shares 37,390 Value ($000) $3,650 Avg Close — Range —
Q3 2018
Shares 38,776 Value ($000) $4,375 Avg Close — Range —
Q2 2018
Shares 38,603 Value ($000) $4,022 Avg Close — Range —
Q1 2018
Shares 56,700 Value ($000) $6,235 Avg Close — Range —
Q4 2017
Shares 56,595 Value ($000) $6,053 Avg Close — Range —
Q3 2017
Shares 54,890 Value ($000) $5,243 Avg Close — Range —
Q2 2017
Shares 54,747 Value ($000) $5,004 Avg Close — Range —
Q1 2017
Shares 56,362 Value ($000) $4,951 Avg Close — Range —
Q4 2016
Shares 57,284 Value ($000) $4,943 Avg Close — Range —
Q3 2015
Shares 55,049 Value ($000) $3,356 Avg Close — Range —
Q2 2015
Shares 51,349 Value ($000) $3,479 Avg Close — Range —
Q1 2015
Shares 40,599 Value ($000) $2,459 Avg Close — Range —
Q4 2014
Shares 43,049 Value ($000) $2,694 Avg Close — Range —
Q3 2014
Shares 40,875 Value ($000) $2,462 Avg Close — Range —
Q2 2014
Shares 40,450 Value ($000) $2,330 Avg Close — Range —
Q1 2014
Shares 31,263 Value ($000) $1,897 Avg Close — Range —
Q4 2013
Shares 29,013 Value ($000) $1,696 Avg Close — Range —