JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's Holding History (CIK: 0001021223)

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

Q4 2025

Shares 25,457 Value ($000) $8,203 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 25,896 Value ($000) $8,169 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 28,501 Value ($000) $8,263 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 27,184 Value ($000) $6,668 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 26,134 Value ($000) $6,265 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 24,211 Value ($000) $5,105 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 21,875 Value ($000) $4,425 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 13,878 Value ($000) $2,780 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,236 Value ($000) $1,911 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,126 Value ($000) $1,613 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,100 Value ($000) $1,614 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,008 Value ($000) $1,434 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 11,111 Value ($000) $1,490 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 11,086 Value ($000) $1,158 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 11,107 Value ($000) $1,251 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 11,107 Value ($000) $1,514 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 10,278 Value ($000) $1,628 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,138 Value ($000) $1,659 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 9,936 Value ($000) $1,545 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,886 Value ($000) $1,505 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,698 Value ($000) $1,232 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,887 Value ($000) $952 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 10,109 Value ($000) $951 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 9,551 Value ($000) $860 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 9,551 Value ($000) $1,331 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 9,373 Value ($000) $1,103 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 9,331 Value ($000) $1,043 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 9,331 Value ($000) $945 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 9,268 Value ($000) $905 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 9,268 Value ($000) $1,046 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 8,788 Value ($000) $916 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 8,580 Value ($000) $944 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 8,580 Value ($000) $918 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 8,580 Value ($000) $819 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 8,580 Value ($000) $784 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 8,580 Value ($000) $754 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 8,580 Value ($000) $740 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 8,860 Value ($000) $590 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 8,580 Value ($000) $533 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 8,580 Value ($000) $508 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 8,580 Value ($000) $567 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 8,580 Value ($000) $523 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 8,580 Value ($000) $581 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 9,003 Value ($000) $545 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 9,003 Value ($000) $563 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 9,003 Value ($000) $542 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 9,004 Value ($000) $519 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 9,003 Value ($000) $547 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 9,003 Value ($000) $526 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 9,003 Value ($000) $465 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 9,003 Value ($000) $475 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,457	$8,203	$309.53	$290.54 - $330.86
Q3 2025	25,896	$8,169	$295.93	$278.95 - $316.47
Q2 2025	28,501	$8,263	$252.67	$200.22 - $289.84
Q1 2025	27,184	$6,668	$250.91	$220.72 - $275.86
Q4 2024	26,134	$6,265	$228.03	$198.89 - $249.04
Q3 2024	24,211	$5,105	$204.96	$185.80 - $219.46
Q2 2024	21,875	$4,425	$189.18	$173.46 - $199.28
Q1 2024	13,878	$2,780	$173.61	$158.11 - $193.16
Q4 2023	11,236	$1,911	$144.89	$129.30 - $163.25
Q3 2023	11,126	$1,613	$142.31	$134.29 - $151.32
Q2 2023	11,100	$1,614	$129.66	$119.02 - $137.67
Q1 2023	11,008	$1,434	$128.16	$115.18 - $135.05
Q4 2022	11,111	$1,490	$117.65	$94.06 - $128.78
Q3 2022	11,086	$1,158	$105.62	$96.10 - $114.36
Q2 2022	11,107	$1,251	$113.02	$101.22 - $124.46
Q1 2022	11,107	$1,514	$133.66	$115.27 - $153.80
Q4 2021	10,278	$1,628	$147.83	$136.71 - $155.72
Q3 2021	10,138	$1,659	$140.29	$130.40 - $151.51
Q2 2021	9,936	$1,545	$139.74	$130.53 - $148.99
Q1 2021	9,886	$1,505	$127.25	$109.49 - $143.03
Q4 2020	9,698	$1,232	$98.14	$82.75 - $111.83
Q3 2020	9,887	$952	$85.44	$79.00 - $92.62
Q2 2020	10,109	$951	$81.74	$70.76 - $99.77
Q1 2020	9,551	$860	$103.61	$65.60 - $120.06
Q4 2019	9,551	$1,331	$108.67	$93.67 - $118.72
Q3 2019	9,373	$1,103	$95.08	$87.73 - $101.23
Q2 2019	9,331	$1,043	$92.02	$84.61 - $97.81
Q1 2019	9,331	$945	$85.34	$78.85 - $89.81
Q4 2018	9,268	$905	$87.53	$74.88 - $96.00
Q3 2018	9,268	$1,046	$92.63	$83.41 - $97.31
Q2 2018	8,788	$916	$89.02	$83.70 - $93.47
Q1 2018	8,580	$944	$91.43	$83.98 - $96.37
Q4 2017	8,580	$918	$81.33	$76.25 - $87.14
Q3 2017	8,580	$819	$73.66	$70.35 - $76.59
Q2 2017	8,580	$784	$68.54	$64.85 - $73.60
Q1 2017	8,580	$754	$69.68	$65.58 - $74.23
Q4 2016	8,580	$740	$59.89	$51.67 - $68.65
Q3 2016	8,860	$590	$50.85	$45.82 - $52.95
Q2 2016	8,580	$533	$48.33	$44.15 - $51.23
Q1 2016	8,580	$508	$44.86	$40.33 - $49.26
Q4 2015	8,580	$567	$49.68	$44.66 - $52.67
Q3 2015	8,580	$523	$49.62	$37.93 - $53.49
Q2 2015	8,580	$581	$49.14	$44.89 - $52.55
Q1 2015	9,003	$545	$44.28	$40.58 - $47.07
Q4 2014	9,003	$563	$44.70	$40.31 - $47.17
Q3 2014	9,003	$542	$43.13	$40.56 - $45.64
Q2 2014	9,004	$519	$41.19	$38.82 - $44.74
Q1 2014	9,003	$547	$42.08	$39.47 - $44.77
Q4 2013	9,003	$526	$39.63	$36.35 - $42.36
Q3 2013	9,003	$465	$38.52	$35.95 - $40.89
Q2 2013	9,003	$475	$36.24	$32.83 - $39.86