JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025

Shares 110,574 Value ($000) $35,629 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 113,054 Value ($000) $35,661 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 113,722 Value ($000) $32,969 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 118,613 Value ($000) $29,096 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 124,783 Value ($000) $29,912 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 127,925 Value ($000) $26,974 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 132,306 Value ($000) $26,760 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 132,903 Value ($000) $26,621 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 134,633 Value ($000) $22,901 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 134,266 Value ($000) $19,471 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 134,316 Value ($000) $19,535 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 133,261 Value ($000) $17,365 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 132,940 Value ($000) $17,827 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 135,988 Value ($000) $14,211 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 135,311 Value ($000) $15,237 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 125,758 Value ($000) $17,143 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 125,005 Value ($000) $19,795 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 123,337 Value ($000) $20,189 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 121,739 Value ($000) $18,935 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 120,764 Value ($000) $18,384 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 142,710 Value ($000) $18,134 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 133,446 Value ($000) $12,847 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 134,780 Value ($000) $12,677 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 135,875 Value ($000) $12,233 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 136,480 Value ($000) $19,025 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 143,929 Value ($000) $16,939 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 146,841 Value ($000) $16,417 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 183,594 Value ($000) $18,585 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 206,093 Value ($000) $20,119 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 205,026 Value ($000) $23,135 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 207,491 Value ($000) $21,621 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 217,448 Value ($000) $23,913 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 223,649 Value ($000) $23,917 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 226,980 Value ($000) $21,679 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 230,579 Value ($000) $21,075 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 227,258 Value ($000) $19,962 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 235,135 Value ($000) $20,290 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 245,013 Value ($000) $16,315 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 251,530 Value ($000) $15,630 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 258,280 Value ($000) $15,295 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 258,741 Value ($000) $17,085 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 259,491 Value ($000) $15,821 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 262,367 Value ($000) $17,778 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 265,537 Value ($000) $16,086 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 292,754 Value ($000) $18,321 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 291,406 Value ($000) $17,554 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 290,236 Value ($000) $16,723 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 291,853 Value ($000) $17,718 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 291,591 Value ($000) $17,052 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 288,288 Value ($000) $14,902 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 270,098 Value ($000) $14,258 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	110,574	$35,629	$309.53	$290.54 - $330.86
Q3 2025	113,054	$35,661	$295.93	$278.95 - $316.47
Q2 2025	113,722	$32,969	$252.67	$200.22 - $289.84
Q1 2025	118,613	$29,096	$250.91	$220.72 - $275.86
Q4 2024	124,783	$29,912	$228.03	$198.89 - $249.04
Q3 2024	127,925	$26,974	$204.96	$185.80 - $219.46
Q2 2024	132,306	$26,760	$189.18	$173.46 - $199.28
Q1 2024	132,903	$26,621	$173.61	$158.11 - $193.16
Q4 2023	134,633	$22,901	$144.89	$129.30 - $163.25
Q3 2023	134,266	$19,471	$142.31	$134.29 - $151.32
Q2 2023	134,316	$19,535	$129.66	$119.02 - $137.67
Q1 2023	133,261	$17,365	$128.16	$115.18 - $135.05
Q4 2022	132,940	$17,827	$117.65	$94.06 - $128.78
Q3 2022	135,988	$14,211	$105.62	$96.10 - $114.36
Q2 2022	135,311	$15,237	$113.02	$101.22 - $124.46
Q1 2022	125,758	$17,143	$133.66	$115.27 - $153.80
Q4 2021	125,005	$19,795	$147.83	$136.71 - $155.72
Q3 2021	123,337	$20,189	$140.29	$130.40 - $151.51
Q2 2021	121,739	$18,935	$139.74	$130.53 - $148.99
Q1 2021	120,764	$18,384	$127.25	$109.49 - $143.03
Q4 2020	142,710	$18,134	$98.14	$82.75 - $111.83
Q3 2020	133,446	$12,847	$85.44	$79.00 - $92.62
Q2 2020	134,780	$12,677	$81.74	$70.76 - $99.77
Q1 2020	135,875	$12,233	$103.61	$65.60 - $120.06
Q4 2019	136,480	$19,025	$108.67	$93.67 - $118.72
Q3 2019	143,929	$16,939	$95.08	$87.73 - $101.23
Q2 2019	146,841	$16,417	$92.02	$84.61 - $97.81
Q1 2019	183,594	$18,585	$85.34	$78.85 - $89.81
Q4 2018	206,093	$20,119	$87.53	$74.88 - $96.00
Q3 2018	205,026	$23,135	$92.63	$83.41 - $97.31
Q2 2018	207,491	$21,621	$89.02	$83.70 - $93.47
Q1 2018	217,448	$23,913	$91.43	$83.98 - $96.37
Q4 2017	223,649	$23,917	$81.33	$76.25 - $87.14
Q3 2017	226,980	$21,679	$73.66	$70.35 - $76.59
Q2 2017	230,579	$21,075	$68.54	$64.85 - $73.60
Q1 2017	227,258	$19,962	$69.68	$65.58 - $74.23
Q4 2016	235,135	$20,290	$59.89	$51.67 - $68.65
Q3 2016	245,013	$16,315	$50.85	$45.82 - $52.95
Q2 2016	251,530	$15,630	$48.33	$44.15 - $51.23
Q1 2016	258,280	$15,295	$44.86	$40.33 - $49.26
Q4 2015	258,741	$17,085	$49.68	$44.66 - $52.67
Q3 2015	259,491	$15,821	$49.62	$37.93 - $53.49
Q2 2015	262,367	$17,778	$49.14	$44.89 - $52.55
Q1 2015	265,537	$16,086	$44.28	$40.58 - $47.07
Q4 2014	292,754	$18,321	$44.70	$40.31 - $47.17
Q3 2014	291,406	$17,554	$43.13	$40.56 - $45.64
Q2 2014	290,236	$16,723	$41.19	$38.82 - $44.74
Q1 2014	291,853	$17,718	$42.08	$39.47 - $44.77
Q4 2013	291,591	$17,052	$39.63	$36.35 - $42.36
Q3 2013	288,288	$14,902	$38.52	$35.95 - $40.89
Q2 2013	270,098	$14,258	$36.24	$32.83 - $39.86