JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CHARLES SCHWAB INVESTMENT MANAGEMENT INC's Holding History (CIK: 0000884546)

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

Q4 2025
Shares 18,747,819 Value ($000) $6,040,925 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 18,817,462 Value ($000) $5,935,646 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,788,561 Value ($000) $5,736,395 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 19,846,063 Value ($000) $4,867,836 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 20,103,063 Value ($000) $4,818,905 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 20,031,941 Value ($000) $4,223,885 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 20,214,263 Value ($000) $4,088,537 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 20,226,537 Value ($000) $4,003,630 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 20,170,399 Value ($000) $3,389,329 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 20,015,973 Value ($000) $2,868,413 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 20,107,995 Value ($000) $2,891,307 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 20,203,962 Value ($000) $2,604,392 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 20,082,403 Value ($000) $2,664,257 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 19,568,981 Value ($000) $2,044,958 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 18,925,555 Value ($000) $2,131,206 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 18,607,661 Value ($000) $2,536,598 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 17,802,465 Value ($000) $2,819,021 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 17,528,772 Value ($000) $2,869,286 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 16,747,658 Value ($000) $2,604,931 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 16,640,751 Value ($000) $2,533,222 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 16,719,559 Value ($000) $2,124,550 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 17,079,551 Value ($000) $1,644,249 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 17,746,189 Value ($000) $1,669,207 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 17,994,298 Value ($000) $1,620,026 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 14,781,444 Value ($000) $2,060,534 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 14,912,400 Value ($000) $1,755,041 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 15,021,076 Value ($000) $1,679,357 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 14,745,222 Value ($000) $1,492,659 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 13,874,301 Value ($000) $1,354,410 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 13,432,614 Value ($000) $1,515,737 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 13,009,422 Value ($000) $1,355,582 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 12,738,914 Value ($000) $1,400,899 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 12,689,478 Value ($000) $1,356,838 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 12,315,557 Value ($000) $1,176,259 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 12,241,448 Value ($000) $1,118,869 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 11,817,131 Value ($000) $1,038,017 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 11,386,547 Value ($000) $982,546 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 10,982,664 Value ($000) $731,642 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 11,761,612 Value ($000) $731,117 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 12,178,962 Value ($000) $721,239 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 12,028,480 Value ($000) $794,241 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 11,841,598 Value ($000) $722,602 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 11,981,007 Value ($000) $810,860 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 12,001,372 Value ($000) $727,044 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 11,141,273 Value ($000) $697,221 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 9,851,473 Value ($000) $593,453 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 9,649,722 Value ($000) $556,017 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 9,426,158 Value ($000) $572,263 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 10,520,814 Value ($000) $615,258 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 11,672,510 Value ($000) $606,445 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 11,492,086 Value ($000) $603,287 Avg Close $36.24 Range $32.83 - $39.86