JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WEATHERLY ASSET MANAGEMENT L. P.'s Holding History (CIK: 0000934745)

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

Q4 2025

Shares 14,002 Value ($000) $4,512 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,097 Value ($000) $4,446 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 14,042 Value ($000) $4,071 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,160 Value ($000) $3,473 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 13,567 Value ($000) $3,252 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 13,657 Value ($000) $2,880 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 11,588 Value ($000) $2,344 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 11,618 Value ($000) $2,327 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,718 Value ($000) $1,993 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 12,296 Value ($000) $1,783 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 12,296 Value ($000) $1,788 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 12,156 Value ($000) $1,584 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 12,658 Value ($000) $1,697 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,283 Value ($000) $1,388 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 13,333 Value ($000) $1,501 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 13,559 Value ($000) $1,848 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 13,164 Value ($000) $2,085 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 13,264 Value ($000) $2,171 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 14,179 Value ($000) $2,205 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 14,179 Value ($000) $2,158 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 14,179 Value ($000) $1,802 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 14,410 Value ($000) $1,387 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 14,495 Value ($000) $1,363 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 14,622 Value ($000) $1,316 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 14,735 Value ($000) $2,054 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 14,702 Value ($000) $1,730 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 15,174 Value ($000) $1,696 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 14,730 Value ($000) $1,491 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 15,622 Value ($000) $1,525 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 14,930 Value ($000) $1,685 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 14,751 Value ($000) $1,537 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 14,751 Value ($000) $1,622 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 17,501 Value ($000) $1,872 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 17,508 Value ($000) $1,672 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 17,789 Value ($000) $1,626 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 18,290 Value ($000) $1,607 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 18,155 Value ($000) $1,567 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 18,267 Value ($000) $1,216 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 21,467 Value ($000) $1,334 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 20,716 Value ($000) $1,226 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 20,366 Value ($000) $1,344 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 17,214 Value ($000) $1,049 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 17,356 Value ($000) $1,176 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 18,268 Value ($000) $1,106 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 18,980 Value ($000) $1,188 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 18,385 Value ($000) $1,107 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 18,450 Value ($000) $1,063 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 18,450 Value ($000) $1,120 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 19,450 Value ($000) $1,137 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 19,151 Value ($000) $990 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 20,021 Value ($000) $1,057 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,002	$4,512	$309.53	$290.54 - $330.86
Q3 2025	14,097	$4,446	$295.93	$278.95 - $316.47
Q2 2025	14,042	$4,071	$252.67	$200.22 - $289.84
Q1 2025	14,160	$3,473	$250.91	$220.72 - $275.86
Q4 2024	13,567	$3,252	$228.03	$198.89 - $249.04
Q3 2024	13,657	$2,880	$204.96	$185.80 - $219.46
Q2 2024	11,588	$2,344	$189.18	$173.46 - $199.28
Q1 2024	11,618	$2,327	$173.61	$158.11 - $193.16
Q4 2023	11,718	$1,993	$144.89	$129.30 - $163.25
Q3 2023	12,296	$1,783	$142.31	$134.29 - $151.32
Q2 2023	12,296	$1,788	$129.66	$119.02 - $137.67
Q1 2023	12,156	$1,584	$128.16	$115.18 - $135.05
Q4 2022	12,658	$1,697	$117.65	$94.06 - $128.78
Q3 2022	13,283	$1,388	$105.62	$96.10 - $114.36
Q2 2022	13,333	$1,501	$113.02	$101.22 - $124.46
Q1 2022	13,559	$1,848	$133.66	$115.27 - $153.80
Q4 2021	13,164	$2,085	$147.83	$136.71 - $155.72
Q3 2021	13,264	$2,171	$140.29	$130.40 - $151.51
Q2 2021	14,179	$2,205	$139.74	$130.53 - $148.99
Q1 2021	14,179	$2,158	$127.25	$109.49 - $143.03
Q4 2020	14,179	$1,802	$98.14	$82.75 - $111.83
Q3 2020	14,410	$1,387	$85.44	$79.00 - $92.62
Q2 2020	14,495	$1,363	$81.74	$70.76 - $99.77
Q1 2020	14,622	$1,316	$103.61	$65.60 - $120.06
Q4 2019	14,735	$2,054	$108.67	$93.67 - $118.72
Q3 2019	14,702	$1,730	$95.08	$87.73 - $101.23
Q2 2019	15,174	$1,696	$92.02	$84.61 - $97.81
Q1 2019	14,730	$1,491	$85.34	$78.85 - $89.81
Q4 2018	15,622	$1,525	$87.53	$74.88 - $96.00
Q3 2018	14,930	$1,685	$92.63	$83.41 - $97.31
Q2 2018	14,751	$1,537	$89.02	$83.70 - $93.47
Q1 2018	14,751	$1,622	$91.43	$83.98 - $96.37
Q4 2017	17,501	$1,872	$81.33	$76.25 - $87.14
Q3 2017	17,508	$1,672	$73.66	$70.35 - $76.59
Q2 2017	17,789	$1,626	$68.54	$64.85 - $73.60
Q1 2017	18,290	$1,607	$69.68	$65.58 - $74.23
Q4 2016	18,155	$1,567	$59.89	$51.67 - $68.65
Q3 2016	18,267	$1,216	$50.85	$45.82 - $52.95
Q2 2016	21,467	$1,334	$48.33	$44.15 - $51.23
Q1 2016	20,716	$1,226	$44.86	$40.33 - $49.26
Q4 2015	20,366	$1,344	$49.68	$44.66 - $52.67
Q3 2015	17,214	$1,049	$49.62	$37.93 - $53.49
Q2 2015	17,356	$1,176	$49.14	$44.89 - $52.55
Q1 2015	18,268	$1,106	$44.28	$40.58 - $47.07
Q4 2014	18,980	$1,188	$44.70	$40.31 - $47.17
Q3 2014	18,385	$1,107	$43.13	$40.56 - $45.64
Q2 2014	18,450	$1,063	$41.19	$38.82 - $44.74
Q1 2014	18,450	$1,120	$42.08	$39.47 - $44.77
Q4 2013	19,450	$1,137	$39.63	$36.35 - $42.36
Q3 2013	19,151	$990	$38.52	$35.95 - $40.89
Q2 2013	20,021	$1,057	$36.24	$32.83 - $39.86