AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

JPMORGAN CHASE & CO's Holding History (CIK: 0000019617)

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

Q4 2025

Shares 133,897 Value ($000) $38,600 Avg Close $258.45 Range $230.09 - $299.69

Q3 2025

Shares 125,643 Value ($000) $29,959 Avg Close $220.39 Range $194.74 - $250.14

Q2 2025

Shares 138,865 Value ($000) $27,326 Avg Close $173.47 Range $139.20 - $199.47

Q1 2025

Shares 146,600 Value ($000) $24,633 Avg Close $174.30 Range $151.61 - $191.09

Q4 2024

Shares 164,116 Value ($000) $30,348 Avg Close $186.57 Range $173.54 - $199.47

Q3 2024

Shares 176,730 Value ($000) $31,423 Avg Close $169.81 Range $152.32 - $189.75

Q2 2024

Shares 182,113 Value ($000) $28,452 Avg Close $159.16 Range $147.08 - $169.59

Q1 2024

Shares 183,788 Value ($000) $30,779 Avg Close $155.40 Range $145.30 - $167.84

Q4 2023

Shares 178,830 Value ($000) $27,078 Avg Close $134.30 Range $120.16 - $156.31

Q3 2023

Shares 157,334 Value ($000) $20,507 Avg Close $139.81 Range $129.01 - $163.83

Q2 2023

Shares 179,699 Value ($000) $26,935 Avg Close $143.06 Range $135.39 - $151.92

Q1 2023

Shares 169,151 Value ($000) $24,090 Avg Close $157.88 Range $132.31 - $180.50

Q4 2022

Shares 157,974 Value ($000) $25 Avg Close $141.36 Range $108.04 - $163.24

Q3 2022

Shares 185,738 Value ($000) $20,775 Avg Close $125.39 Range $109.48 - $141.92

Q2 2022

Shares 691,920 Value ($000) $80,678 Avg Close $128.58 Range $112.28 - $146.71

Q1 2022

Shares 638,759 Value ($000) $90,034 Avg Close $143.53 Range $121.29 - $171.22

Q4 2021

Shares 816,904 Value ($000) $134,388 Avg Close $167.52 Range $146.96 - $191.42

Q3 2021

Shares 796,725 Value ($000) $120,378 Avg Close $163.56 Range $146.02 - $180.77

Q2 2021

Shares 758,808 Value ($000) $117,016 Avg Close $159.33 Range $147.97 - $176.63

Q1 2021

Shares 242,057 Value ($000) $36,073 Avg Close $130.58 Range $98.76 - $153.37

Q4 2020

Shares 156,396 Value ($000) $15,905 Avg Close $86.25 Range $66.34 - $103.21

Q3 2020

Shares 211,495 Value ($000) $14,384 Avg Close $69.80 Range $62.10 - $75.77

Q2 2020

Shares 183,207 Value ($000) $13,659 Avg Close $67.48 Range $53.23 - $82.32

Q1 2020

Shares 123,487 Value ($000) $7,302 Avg Close $74.64 Range $44.30 - $88.80

Q4 2019

Shares 223,822 Value ($000) $18,967 Avg Close $81.44 Range $70.43 - $87.94

Q3 2019

Shares 58,006 Value ($000) $4,835 Avg Close $82.65 Range $73.22 - $92.84

Q2 2019

Shares 89,818 Value ($000) $8,210 Avg Close $96.65 Range $82.01 - $113.84

Q1 2019

Shares 41,146 Value ($000) $4,407 Avg Close $104.33 Range $93.26 - $110.96

Q4 2018

Shares 79,448 Value ($000) $7,742 Avg Close $110.59 Range $86.74 - $136.36

Q3 2018

Shares 83,355 Value ($000) $11,397 Avg Close $144.30 Range $133.37 - $159.64

Q2 2018

Shares 304,714 Value ($000) $45,303 Avg Close $160.74 Range $145.08 - $182.71

Q1 2018

Shares 565,350 Value ($000) $107,180 Avg Close $189.64 Range $169.45 - $211.08

Q4 2017

Shares 455,066 Value ($000) $93,402 Avg Close $188.42 Range $173.99 - $202.01

Q3 2017

Shares 593,301 Value ($000) $112,364 Avg Close $172.79 Range $161.15 - $186.54

Q2 2017

Shares 510,283 Value ($000) $84,636 Avg Close $154.87 Range $144.44 - $164.19

Q1 2017

Shares 1,258,188 Value ($000) $206,268 Avg Close $153.31 Range $135.07 - $166.39

Q4 2016

Shares 1,464,478 Value ($000) $212,790 Avg Close $140.58 Range $126.32 - $157.66

Q3 2016

Shares 1,252,544 Value ($000) $181,244 Avg Close $138.59 Range $126.84 - $143.96

Q2 2016

Shares 1,216,199 Value ($000) $171,204 Avg Close $158.47 Range $126.98 - $174.12

Q1 2016

Shares 1,212,892 Value ($000) $196,974 Avg Close $135.06 Range $112.27 - $159.84

Q4 2015

Shares 1,257,652 Value ($000) $200,922 Avg Close $166.43 Range $137.16 - $184.66

Q3 2015

Shares 1,273,435 Value ($000) $217,745 Avg Close $190.37 Range $159.30 - $214.73

Q2 2015

Shares 1,915,340 Value ($000) $418,691 Avg Close $215.27 Range $205.22 - $223.28

Q1 2015

Shares 2,310,859 Value ($000) $496,326 Avg Close $204.27 Range $185.26 - $214.40

Q4 2014

Shares 2,660,287 Value ($000) $564,620 Avg Close $192.32 Range $168.87 - $209.59

Q3 2014

Shares 2,636,478 Value ($000) $528,244 Avg Close $197.54 Range $186.21 - $207.58

Q2 2014

Shares 2,200,522 Value ($000) $451,987 Avg Close $187.17 Range $171.21 - $199.62

Q1 2014

Shares 1,760,231 Value ($000) $352,134 Avg Close $190.16 Range $175.09 - $212.40

Q4 2013

Shares 1,564,051 Value ($000) $339,211 Avg Close $193.15 Range $175.92 - $210.55

Q3 2013

Shares 859,047 Value ($000) $156,897 Avg Close $171.93 Range $151.62 - $183.39

Q2 2013

Shares 219,057 Value ($000) $35,914 Avg Close $153.14 Range $138.12 - $166.12

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	133,897	$38,600	$258.45	$230.09 - $299.69
Q3 2025	125,643	$29,959	$220.39	$194.74 - $250.14
Q2 2025	138,865	$27,326	$173.47	$139.20 - $199.47
Q1 2025	146,600	$24,633	$174.30	$151.61 - $191.09
Q4 2024	164,116	$30,348	$186.57	$173.54 - $199.47
Q3 2024	176,730	$31,423	$169.81	$152.32 - $189.75
Q2 2024	182,113	$28,452	$159.16	$147.08 - $169.59
Q1 2024	183,788	$30,779	$155.40	$145.30 - $167.84
Q4 2023	178,830	$27,078	$134.30	$120.16 - $156.31
Q3 2023	157,334	$20,507	$139.81	$129.01 - $163.83
Q2 2023	179,699	$26,935	$143.06	$135.39 - $151.92
Q1 2023	169,151	$24,090	$157.88	$132.31 - $180.50
Q4 2022	157,974	$25	$141.36	$108.04 - $163.24
Q3 2022	185,738	$20,775	$125.39	$109.48 - $141.92
Q2 2022	691,920	$80,678	$128.58	$112.28 - $146.71
Q1 2022	638,759	$90,034	$143.53	$121.29 - $171.22
Q4 2021	816,904	$134,388	$167.52	$146.96 - $191.42
Q3 2021	796,725	$120,378	$163.56	$146.02 - $180.77
Q2 2021	758,808	$117,016	$159.33	$147.97 - $176.63
Q1 2021	242,057	$36,073	$130.58	$98.76 - $153.37
Q4 2020	156,396	$15,905	$86.25	$66.34 - $103.21
Q3 2020	211,495	$14,384	$69.80	$62.10 - $75.77
Q2 2020	183,207	$13,659	$67.48	$53.23 - $82.32
Q1 2020	123,487	$7,302	$74.64	$44.30 - $88.80
Q4 2019	223,822	$18,967	$81.44	$70.43 - $87.94
Q3 2019	58,006	$4,835	$82.65	$73.22 - $92.84
Q2 2019	89,818	$8,210	$96.65	$82.01 - $113.84
Q1 2019	41,146	$4,407	$104.33	$93.26 - $110.96
Q4 2018	79,448	$7,742	$110.59	$86.74 - $136.36
Q3 2018	83,355	$11,397	$144.30	$133.37 - $159.64
Q2 2018	304,714	$45,303	$160.74	$145.08 - $182.71
Q1 2018	565,350	$107,180	$189.64	$169.45 - $211.08
Q4 2017	455,066	$93,402	$188.42	$173.99 - $202.01
Q3 2017	593,301	$112,364	$172.79	$161.15 - $186.54
Q2 2017	510,283	$84,636	$154.87	$144.44 - $164.19
Q1 2017	1,258,188	$206,268	$153.31	$135.07 - $166.39
Q4 2016	1,464,478	$212,790	$140.58	$126.32 - $157.66
Q3 2016	1,252,544	$181,244	$138.59	$126.84 - $143.96
Q2 2016	1,216,199	$171,204	$158.47	$126.98 - $174.12
Q1 2016	1,212,892	$196,974	$135.06	$112.27 - $159.84
Q4 2015	1,257,652	$200,922	$166.43	$137.16 - $184.66
Q3 2015	1,273,435	$217,745	$190.37	$159.30 - $214.73
Q2 2015	1,915,340	$418,691	$215.27	$205.22 - $223.28
Q1 2015	2,310,859	$496,326	$204.27	$185.26 - $214.40
Q4 2014	2,660,287	$564,620	$192.32	$168.87 - $209.59
Q3 2014	2,636,478	$528,244	$197.54	$186.21 - $207.58
Q2 2014	2,200,522	$451,987	$187.17	$171.21 - $199.62
Q1 2014	1,760,231	$352,134	$190.16	$175.09 - $212.40
Q4 2013	1,564,051	$339,211	$193.15	$175.92 - $210.55
Q3 2013	859,047	$156,897	$171.93	$151.62 - $183.39
Q2 2013	219,057	$35,914	$153.14	$138.12 - $166.12