JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025

Shares 18,348 Value ($000) $5,912 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 18,767 Value ($000) $5,920 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,225 Value ($000) $5,574 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 19,440 Value ($000) $4,769 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 19,983 Value ($000) $4,790 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 20,474 Value ($000) $4,317 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 21,225 Value ($000) $4,293 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 20,905 Value ($000) $4,187 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 20,481 Value ($000) $3,484 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 22,181 Value ($000) $3,217 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 22,355 Value ($000) $3,251 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 22,623 Value ($000) $2,948 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 23,379 Value ($000) $3,135 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 22,955 Value ($000) $2,399 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 22,761 Value ($000) $2,563 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 22,936 Value ($000) $3,127 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 23,447 Value ($000) $3,713 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 23,585 Value ($000) $3,861 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 24,621 Value ($000) $3,830 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 24,879 Value ($000) $3,787 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 25,492 Value ($000) $3,239 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 26,896 Value ($000) $2,589 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 26,878 Value ($000) $2,528 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 25,921 Value ($000) $2,334 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 24,875 Value ($000) $3,468 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 21,654 Value ($000) $2,548 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 21,393 Value ($000) $2,392 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 21,231 Value ($000) $2,149 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 20,670 Value ($000) $2,018 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 22,109 Value ($000) $2,495 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 22,474 Value ($000) $2,342 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 21,599 Value ($000) $2,375 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 20,923 Value ($000) $2,237 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 14,336 Value ($000) $1,369 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 14,066 Value ($000) $1,286 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 14,065 Value ($000) $1,235 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 11,105 Value ($000) $958 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 11,104 Value ($000) $739 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 11,082 Value ($000) $689 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 13,286 Value ($000) $787 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 14,158 Value ($000) $935 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 15,659 Value ($000) $955 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 15,166 Value ($000) $1,028 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 15,431 Value ($000) $935 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 13,025 Value ($000) $815 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 12,671 Value ($000) $763 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 12,714 Value ($000) $733 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 9,323 Value ($000) $566 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 6,441 Value ($000) $377 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,348	$5,912	$309.53	$290.54 - $330.86
Q3 2025	18,767	$5,920	$295.93	$278.95 - $316.47
Q2 2025	19,225	$5,574	$252.67	$200.22 - $289.84
Q1 2025	19,440	$4,769	$250.91	$220.72 - $275.86
Q4 2024	19,983	$4,790	$228.03	$198.89 - $249.04
Q3 2024	20,474	$4,317	$204.96	$185.80 - $219.46
Q2 2024	21,225	$4,293	$189.18	$173.46 - $199.28
Q1 2024	20,905	$4,187	$173.61	$158.11 - $193.16
Q4 2023	20,481	$3,484	$144.89	$129.30 - $163.25
Q3 2023	22,181	$3,217	$142.31	$134.29 - $151.32
Q2 2023	22,355	$3,251	$129.66	$119.02 - $137.67
Q1 2023	22,623	$2,948	$128.16	$115.18 - $135.05
Q4 2022	23,379	$3,135	$117.65	$94.06 - $128.78
Q3 2022	22,955	$2,399	$105.62	$96.10 - $114.36
Q2 2022	22,761	$2,563	$113.02	$101.22 - $124.46
Q1 2022	22,936	$3,127	$133.66	$115.27 - $153.80
Q4 2021	23,447	$3,713	$147.83	$136.71 - $155.72
Q3 2021	23,585	$3,861	$140.29	$130.40 - $151.51
Q2 2021	24,621	$3,830	$139.74	$130.53 - $148.99
Q1 2021	24,879	$3,787	$127.25	$109.49 - $143.03
Q4 2020	25,492	$3,239	$98.14	$82.75 - $111.83
Q3 2020	26,896	$2,589	$85.44	$79.00 - $92.62
Q2 2020	26,878	$2,528	$81.74	$70.76 - $99.77
Q1 2020	25,921	$2,334	$103.61	$65.60 - $120.06
Q4 2019	24,875	$3,468	$108.67	$93.67 - $118.72
Q3 2019	21,654	$2,548	$95.08	$87.73 - $101.23
Q2 2019	21,393	$2,392	$92.02	$84.61 - $97.81
Q1 2019	21,231	$2,149	$85.34	$78.85 - $89.81
Q4 2018	20,670	$2,018	$87.53	$74.88 - $96.00
Q3 2018	22,109	$2,495	$92.63	$83.41 - $97.31
Q2 2018	22,474	$2,342	$89.02	$83.70 - $93.47
Q1 2018	21,599	$2,375	$91.43	$83.98 - $96.37
Q4 2017	20,923	$2,237	$81.33	$76.25 - $87.14
Q3 2017	14,336	$1,369	$73.66	$70.35 - $76.59
Q2 2017	14,066	$1,286	$68.54	$64.85 - $73.60
Q1 2017	14,065	$1,235	$69.68	$65.58 - $74.23
Q4 2016	11,105	$958	$59.89	$51.67 - $68.65
Q3 2016	11,104	$739	$50.85	$45.82 - $52.95
Q2 2016	11,082	$689	$48.33	$44.15 - $51.23
Q1 2016	13,286	$787	$44.86	$40.33 - $49.26
Q4 2015	14,158	$935	$49.68	$44.66 - $52.67
Q3 2015	15,659	$955	$49.62	$37.93 - $53.49
Q2 2015	15,166	$1,028	$49.14	$44.89 - $52.55
Q1 2015	15,431	$935	$44.28	$40.58 - $47.07
Q4 2014	13,025	$815	$44.70	$40.31 - $47.17
Q3 2014	12,671	$763	$43.13	$40.56 - $45.64
Q2 2014	12,714	$733	$41.19	$38.82 - $44.74
Q1 2014	9,323	$566	$42.08	$39.47 - $44.77
Q4 2013	6,441	$377	$39.63	$36.35 - $42.36