JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MCDONALD CAPITAL INVESTORS INC/CA's Holding History (CIK: 0001033225)

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

Q4 2025

Shares 269,084 Value ($000) $86,704 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 284,347 Value ($000) $89,692 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 289,677 Value ($000) $83,980 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 237,870 Value ($000) $58,350 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 238,100 Value ($000) $57,075 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 241,505 Value ($000) $50,924 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 246,672 Value ($000) $49,892 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 246,417 Value ($000) $49,357 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 250,392 Value ($000) $42,592 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 253,457 Value ($000) $36,756 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 257,232 Value ($000) $37,412 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 260,602 Value ($000) $33,959 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 264,562 Value ($000) $35,478 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 270,777 Value ($000) $28,296 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 264,683 Value ($000) $29,806 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 163,722 Value ($000) $22,319 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 163,769 Value ($000) $25,933 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 168,582 Value ($000) $27,595 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 173,942 Value ($000) $27,055 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 177,365 Value ($000) $27,000 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 178,845 Value ($000) $22,726 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 182,445 Value ($000) $17,564 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 183,305 Value ($000) $17,242 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 187,890 Value ($000) $16,916 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	269,084	$86,704	$309.53	$290.54 - $330.86
Q3 2025	284,347	$89,692	$295.93	$278.95 - $316.47
Q2 2025	289,677	$83,980	$252.67	$200.22 - $289.84
Q1 2025	237,870	$58,350	$250.91	$220.72 - $275.86
Q4 2024	238,100	$57,075	$228.03	$198.89 - $249.04
Q3 2024	241,505	$50,924	$204.96	$185.80 - $219.46
Q2 2024	246,672	$49,892	$189.18	$173.46 - $199.28
Q1 2024	246,417	$49,357	$173.61	$158.11 - $193.16
Q4 2023	250,392	$42,592	$144.89	$129.30 - $163.25
Q3 2023	253,457	$36,756	$142.31	$134.29 - $151.32
Q2 2023	257,232	$37,412	$129.66	$119.02 - $137.67
Q1 2023	260,602	$33,959	$128.16	$115.18 - $135.05
Q4 2022	264,562	$35,478	$117.65	$94.06 - $128.78
Q3 2022	270,777	$28,296	$105.62	$96.10 - $114.36
Q2 2022	264,683	$29,806	$113.02	$101.22 - $124.46
Q1 2022	163,722	$22,319	$133.66	$115.27 - $153.80
Q4 2021	163,769	$25,933	$147.83	$136.71 - $155.72
Q3 2021	168,582	$27,595	$140.29	$130.40 - $151.51
Q2 2021	173,942	$27,055	$139.74	$130.53 - $148.99
Q1 2021	177,365	$27,000	$127.25	$109.49 - $143.03
Q4 2020	178,845	$22,726	$98.14	$82.75 - $111.83
Q3 2020	182,445	$17,564	$85.44	$79.00 - $92.62
Q2 2020	183,305	$17,242	$81.74	$70.76 - $99.77
Q1 2020	187,890	$16,916	$103.61	$65.60 - $120.06