JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

M.D. Sass, Inc.'s Holding History (CIK: 0000922940)

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

Q1 2025

Shares 108,585 Value ($000) $26,636 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 128,302 Value ($000) $30,755 Avg Close $228.03 Range $198.89 - $249.04

Q1 2014

Shares 4,201 Value ($000) $255 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 843,509 Value ($000) $49,326 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 688,550 Value ($000) $35,591 Avg Close $38.52 Range $35.95 - $40.89

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	108,585	$26,636	$250.91	$220.72 - $275.86
Q4 2024	128,302	$30,755	$228.03	$198.89 - $249.04
Q1 2014	4,201	$255	$42.08	$39.47 - $44.77
Q4 2013	843,509	$49,326	$39.63	$36.35 - $42.36
Q3 2013	688,550	$35,591	$38.52	$35.95 - $40.89