JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holding History (CIK: 0000944361)

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

Q4 2025

Shares 18,670 Value ($000) $6,016 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 16,163 Value ($000) $5,098 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,340 Value ($000) $5,607 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,399 Value ($000) $3,532 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 11,873 Value ($000) $2,846 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 11,793 Value ($000) $2,487 Avg Close $204.96 Range $185.80 - $219.46

Q3 2021

Shares 6,798 Value ($000) $1,113 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 7,095 Value ($000) $1,103 Avg Close $139.74 Range $130.53 - $148.99

Q2 2015

Shares 8,245 Value ($000) $559 Avg Close $49.14 Range $44.89 - $52.55

Q2 2014

Shares 13,526 Value ($000) $779 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 15,001 Value ($000) $911 Avg Close $42.08 Range $39.47 - $44.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,670	$6,016	$309.53	$290.54 - $330.86
Q3 2025	16,163	$5,098	$295.93	$278.95 - $316.47
Q2 2025	19,340	$5,607	$252.67	$200.22 - $289.84
Q1 2025	14,399	$3,532	$250.91	$220.72 - $275.86
Q4 2024	11,873	$2,846	$228.03	$198.89 - $249.04
Q3 2024	11,793	$2,487	$204.96	$185.80 - $219.46
Q3 2021	6,798	$1,113	$140.29	$130.40 - $151.51
Q2 2021	7,095	$1,103	$139.74	$130.53 - $148.99
Q2 2015	8,245	$559	$49.14	$44.89 - $52.55
Q2 2014	13,526	$779	$41.19	$38.82 - $44.74
Q1 2014	15,001	$911	$42.08	$39.47 - $44.77