JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

&PARTNERS's Holding History (CIK: 0000107136)

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

Q4 2025

Shares 913,996 Value ($000) $294,524 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 749,785 Value ($000) $236,331 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 687,963 Value ($000) $199,488 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 564,061 Value ($000) $137,033 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 518,764 Value ($000) $126,236 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 318,418 Value ($000) $67,107 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 150,007 Value ($000) $30,337 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 30,260 Value ($000) $6,073 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 19,306 Value ($000) $3,294 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,484 Value ($000) $940 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 6,174 Value ($000) $898 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 6,374 Value ($000) $831 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,395 Value ($000) $858 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 6,488 Value ($000) $678 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 6,198 Value ($000) $698 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,892 Value ($000) $814 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 4,757 Value ($000) $753 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,857 Value ($000) $795 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 4,699 Value ($000) $731 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 4,524 Value ($000) $689 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,524 Value ($000) $575 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 4,524 Value ($000) $436 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,954 Value ($000) $466 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,016 Value ($000) $542 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,760 Value ($000) $803 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 5,760 Value ($000) $678 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 5,910 Value ($000) $661 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 6,458 Value ($000) $654 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 6,458 Value ($000) $630 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	913,996	$294,524	$309.53	$290.54 - $330.86
Q3 2025	749,785	$236,331	$295.93	$278.95 - $316.47
Q2 2025	687,963	$199,488	$252.67	$200.22 - $289.84
Q1 2025	564,061	$137,033	$250.91	$220.72 - $275.86
Q4 2024	518,764	$126,236	$228.03	$198.89 - $249.04
Q3 2024	318,418	$67,107	$204.96	$185.80 - $219.46
Q2 2024	150,007	$30,337	$189.18	$173.46 - $199.28
Q1 2024	30,260	$6,073	$173.61	$158.11 - $193.16
Q4 2023	19,306	$3,294	$144.89	$129.30 - $163.25
Q3 2023	6,484	$940	$142.31	$134.29 - $151.32
Q2 2023	6,174	$898	$129.66	$119.02 - $137.67
Q1 2023	6,374	$831	$128.16	$115.18 - $135.05
Q4 2022	6,395	$858	$117.65	$94.06 - $128.78
Q3 2022	6,488	$678	$105.62	$96.10 - $114.36
Q2 2022	6,198	$698	$113.02	$101.22 - $124.46
Q1 2022	5,892	$814	$133.66	$115.27 - $153.80
Q4 2021	4,757	$753	$147.83	$136.71 - $155.72
Q3 2021	4,857	$795	$140.29	$130.40 - $151.51
Q2 2021	4,699	$731	$139.74	$130.53 - $148.99
Q1 2021	4,524	$689	$127.25	$109.49 - $143.03
Q4 2020	4,524	$575	$98.14	$82.75 - $111.83
Q3 2020	4,524	$436	$85.44	$79.00 - $92.62
Q2 2020	4,954	$466	$81.74	$70.76 - $99.77
Q1 2020	6,016	$542	$103.61	$65.60 - $120.06
Q4 2019	5,760	$803	$108.67	$93.67 - $118.72
Q3 2019	5,760	$678	$95.08	$87.73 - $101.23
Q2 2019	5,910	$661	$92.02	$84.61 - $97.81
Q1 2019	6,458	$654	$85.34	$78.85 - $89.81
Q4 2018	6,458	$630	$87.53	$74.88 - $96.00