JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MAI Capital Management's Holding History (CIK: 0001040197)

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

Q4 2025

Shares 463,946 Value ($000) $149,493 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 447,555 Value ($000) $141,172 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 440,915 Value ($000) $127,826 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 427,959 Value ($000) $104,978 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 406,767 Value ($000) $97,506 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 338,479 Value ($000) $71,372 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 357,135 Value ($000) $72,234 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 354,167 Value ($000) $70,940 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 328,998 Value ($000) $55,963 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 317,370 Value ($000) $46,025 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 304,077 Value ($000) $44,225 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 307,837 Value ($000) $40,114 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 309,872 Value ($000) $41,554 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 313,597 Value ($000) $32,771 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 378,220 Value ($000) $42,591 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 387,894 Value ($000) $52,878 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 365,794 Value ($000) $57,924 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 352,236 Value ($000) $57,657 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 326,015 Value ($000) $50,708 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 327,355 Value ($000) $49,833 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 323,120 Value ($000) $41,059 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 309,506 Value ($000) $29,796 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 309,869 Value ($000) $29,146 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 287,215 Value ($000) $25,858 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 278,884 Value ($000) $38,876 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 232,736 Value ($000) $27,391 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 240,069 Value ($000) $26,840 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 235,960 Value ($000) $23,886 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 228,587 Value ($000) $22,315 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 230,704 Value ($000) $26,033 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 230,758 Value ($000) $24,045 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 227,162 Value ($000) $24,981 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 226,325 Value ($000) $24,203 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 230,704 Value ($000) $22,035 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 223,041 Value ($000) $20,386 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 214,732 Value ($000) $18,862 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 212,103 Value ($000) $18,302 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 263,087 Value ($000) $17,519 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 269,453 Value ($000) $16,744 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 288,409 Value ($000) $17,080 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 282,203 Value ($000) $18,634 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 283,599 Value ($000) $17,291 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 284,615 Value ($000) $19,286 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 300,088 Value ($000) $18,179 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 293,982 Value ($000) $18,397 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 287,064 Value ($000) $17,293 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 289,300 Value ($000) $16,669 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 296,501 Value ($000) $18,001 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 284,939 Value ($000) $16,663 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 290,665 Value ($000) $15,024 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 276,985 Value ($000) $14,622 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	463,946	$149,493	$309.53	$290.54 - $330.86
Q3 2025	447,555	$141,172	$295.93	$278.95 - $316.47
Q2 2025	440,915	$127,826	$252.67	$200.22 - $289.84
Q1 2025	427,959	$104,978	$250.91	$220.72 - $275.86
Q4 2024	406,767	$97,506	$228.03	$198.89 - $249.04
Q3 2024	338,479	$71,372	$204.96	$185.80 - $219.46
Q2 2024	357,135	$72,234	$189.18	$173.46 - $199.28
Q1 2024	354,167	$70,940	$173.61	$158.11 - $193.16
Q4 2023	328,998	$55,963	$144.89	$129.30 - $163.25
Q3 2023	317,370	$46,025	$142.31	$134.29 - $151.32
Q2 2023	304,077	$44,225	$129.66	$119.02 - $137.67
Q1 2023	307,837	$40,114	$128.16	$115.18 - $135.05
Q4 2022	309,872	$41,554	$117.65	$94.06 - $128.78
Q3 2022	313,597	$32,771	$105.62	$96.10 - $114.36
Q2 2022	378,220	$42,591	$113.02	$101.22 - $124.46
Q1 2022	387,894	$52,878	$133.66	$115.27 - $153.80
Q4 2021	365,794	$57,924	$147.83	$136.71 - $155.72
Q3 2021	352,236	$57,657	$140.29	$130.40 - $151.51
Q2 2021	326,015	$50,708	$139.74	$130.53 - $148.99
Q1 2021	327,355	$49,833	$127.25	$109.49 - $143.03
Q4 2020	323,120	$41,059	$98.14	$82.75 - $111.83
Q3 2020	309,506	$29,796	$85.44	$79.00 - $92.62
Q2 2020	309,869	$29,146	$81.74	$70.76 - $99.77
Q1 2020	287,215	$25,858	$103.61	$65.60 - $120.06
Q4 2019	278,884	$38,876	$108.67	$93.67 - $118.72
Q3 2019	232,736	$27,391	$95.08	$87.73 - $101.23
Q2 2019	240,069	$26,840	$92.02	$84.61 - $97.81
Q1 2019	235,960	$23,886	$85.34	$78.85 - $89.81
Q4 2018	228,587	$22,315	$87.53	$74.88 - $96.00
Q3 2018	230,704	$26,033	$92.63	$83.41 - $97.31
Q2 2018	230,758	$24,045	$89.02	$83.70 - $93.47
Q1 2018	227,162	$24,981	$91.43	$83.98 - $96.37
Q4 2017	226,325	$24,203	$81.33	$76.25 - $87.14
Q3 2017	230,704	$22,035	$73.66	$70.35 - $76.59
Q2 2017	223,041	$20,386	$68.54	$64.85 - $73.60
Q1 2017	214,732	$18,862	$69.68	$65.58 - $74.23
Q4 2016	212,103	$18,302	$59.89	$51.67 - $68.65
Q3 2016	263,087	$17,519	$50.85	$45.82 - $52.95
Q2 2016	269,453	$16,744	$48.33	$44.15 - $51.23
Q1 2016	288,409	$17,080	$44.86	$40.33 - $49.26
Q4 2015	282,203	$18,634	$49.68	$44.66 - $52.67
Q3 2015	283,599	$17,291	$49.62	$37.93 - $53.49
Q2 2015	284,615	$19,286	$49.14	$44.89 - $52.55
Q1 2015	300,088	$18,179	$44.28	$40.58 - $47.07
Q4 2014	293,982	$18,397	$44.70	$40.31 - $47.17
Q3 2014	287,064	$17,293	$43.13	$40.56 - $45.64
Q2 2014	289,300	$16,669	$41.19	$38.82 - $44.74
Q1 2014	296,501	$18,001	$42.08	$39.47 - $44.77
Q4 2013	284,939	$16,663	$39.63	$36.35 - $42.36
Q3 2013	290,665	$15,024	$38.52	$35.95 - $40.89
Q2 2013	276,985	$14,622	$36.24	$32.83 - $39.86