Lido Advisors, LLC's ownership history for JPM

Lido Advisors, LLC currently holds 539.1K shares with a market value of $158.6M. It started holding JPM on 2024-09-30. At its peak, it held 592.4K shares on 2025-12-31. Its highest holding value was $188.0M on 2025-12-31. At its lowest, it held 273.1K shares on 2024-09-30, with a value of $57.6M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has decreased its shares by 49.2K. In the recent year, Lido Advisors, LLC has increased its shares by 117.3K.

It has also owned 6 contracts of calls, with the market value of the underlying securities totaling $173.9K on 2024-12-31. At its peak, it held 6 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $173.9K on 2025-06-30. At its lowest, it held 6 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $143.8K on 2024-12-31. In the recent 180 days, Lido Advisors, LLC has increased its holdings by 0 contracts.

It has also owned 134 contracts of puts, with the market value of the underlying securities totaling $3.9M on 2024-09-30. At its peak, it held 134 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $4.3M on 2025-12-31. At its lowest, it held 32 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $767.1K on 2024-12-31. In the recent 180 days, Lido Advisors, LLC has increased its holdings by 2 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 539.1K contracts.