JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ALTFEST L J & CO INC's Holding History (CIK: 0000712050)

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

Q4 2025

Shares 19,330 Value ($000) $6,229 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 19,319 Value ($000) $6,094 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,668 Value ($000) $5,702 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 19,804 Value ($000) $4,858 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 20,682 Value ($000) $4,958 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 20,796 Value ($000) $4 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 20,996 Value ($000) $4 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 21,029 Value ($000) $4 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 22,332 Value ($000) $4 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 22,825 Value ($000) $3 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 23,170 Value ($000) $3 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 23,803 Value ($000) $3 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 23,492 Value ($000) $3 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 25,382 Value ($000) $2,652 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 25,356 Value ($000) $2,855 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 25,795 Value ($000) $3,516 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 27,093 Value ($000) $4,290 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 27,182 Value ($000) $4,449 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 28,185 Value ($000) $4,384 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 27,910 Value ($000) $4,249 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 29,064 Value ($000) $3,693 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 56,213 Value ($000) $5,412 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 56,266 Value ($000) $5,292 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 43,093 Value ($000) $3,880 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,330	$6,229	$309.53	$290.54 - $330.86
Q3 2025	19,319	$6,094	$295.93	$278.95 - $316.47
Q2 2025	19,668	$5,702	$252.67	$200.22 - $289.84
Q1 2025	19,804	$4,858	$250.91	$220.72 - $275.86
Q4 2024	20,682	$4,958	$228.03	$198.89 - $249.04
Q3 2024	20,796	$4	$204.96	$185.80 - $219.46
Q2 2024	20,996	$4	$189.18	$173.46 - $199.28
Q1 2024	21,029	$4	$173.61	$158.11 - $193.16
Q4 2023	22,332	$4	$144.89	$129.30 - $163.25
Q3 2023	22,825	$3	$142.31	$134.29 - $151.32
Q2 2023	23,170	$3	$129.66	$119.02 - $137.67
Q1 2023	23,803	$3	$128.16	$115.18 - $135.05
Q4 2022	23,492	$3	$117.65	$94.06 - $128.78
Q3 2022	25,382	$2,652	$105.62	$96.10 - $114.36
Q2 2022	25,356	$2,855	$113.02	$101.22 - $124.46
Q1 2022	25,795	$3,516	$133.66	$115.27 - $153.80
Q4 2021	27,093	$4,290	$147.83	$136.71 - $155.72
Q3 2021	27,182	$4,449	$140.29	$130.40 - $151.51
Q2 2021	28,185	$4,384	$139.74	$130.53 - $148.99
Q1 2021	27,910	$4,249	$127.25	$109.49 - $143.03
Q4 2020	29,064	$3,693	$98.14	$82.75 - $111.83
Q3 2020	56,213	$5,412	$85.44	$79.00 - $92.62
Q2 2020	56,266	$5,292	$81.74	$70.76 - $99.77
Q1 2020	43,093	$3,880	$103.61	$65.60 - $120.06