JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SMITH CHAS P & ASSOCIATES PA CPAS's Holding History (CIK: 0001082509)

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

Q4 2025

Shares 303,695 Value ($000) $97,857 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 192,809 Value ($000) $60,818 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 338,099 Value ($000) $98,018 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 346,780 Value ($000) $85,065 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 357,161 Value ($000) $85,615 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 366,304 Value ($000) $77,239 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 380,884 Value ($000) $77,038 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 388,322 Value ($000) $77,781 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 386,259 Value ($000) $66 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 382,480 Value ($000) $55 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 392,376 Value ($000) $57 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 384,207 Value ($000) $50 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 381,881 Value ($000) $51 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 380,509 Value ($000) $39,763 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 369,547 Value ($000) $41,615 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 337,231 Value ($000) $45,971 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 328,288 Value ($000) $51,984 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 327,117 Value ($000) $53,546 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 316,697 Value ($000) $49,259 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 316,486 Value ($000) $48,179 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 317,664 Value ($000) $40,366 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 311,629 Value ($000) $30,001 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 306,841 Value ($000) $28,861 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 302,698 Value ($000) $27,252 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 281,073 Value ($000) $39,182 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 279,198 Value ($000) $32,859 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 279,764 Value ($000) $31,278 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 274,129 Value ($000) $27,750 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 273,805 Value ($000) $26,729 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 271,624 Value ($000) $30,650 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 274,054 Value ($000) $28,556 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 272,271 Value ($000) $29,942 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 282,828 Value ($000) $30,246 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 277,839 Value ($000) $26,536 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 282,482 Value ($000) $25,819 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 281,262 Value ($000) $24,706 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 276,402 Value ($000) $23,851 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 242,810 Value ($000) $16,453 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 270,366 Value ($000) $16,801 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 255,087 Value ($000) $15,106 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 251,527 Value ($000) $16,608 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 248,278 Value ($000) $15,137 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 242,810 Value ($000) $16,453 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 235,450 Value ($000) $14,264 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 232,008 Value ($000) $14,519 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 223,293 Value ($000) $13,451 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 207,942 Value ($000) $11,982 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 598,826 Value ($000) $36,355 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 583,057 Value ($000) $34,097 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 191,724 Value ($000) $9,910 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 185,084 Value ($000) $9,771 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	303,695	$97,857	$309.53	$290.54 - $330.86
Q3 2025	192,809	$60,818	$295.93	$278.95 - $316.47
Q2 2025	338,099	$98,018	$252.67	$200.22 - $289.84
Q1 2025	346,780	$85,065	$250.91	$220.72 - $275.86
Q4 2024	357,161	$85,615	$228.03	$198.89 - $249.04
Q3 2024	366,304	$77,239	$204.96	$185.80 - $219.46
Q2 2024	380,884	$77,038	$189.18	$173.46 - $199.28
Q1 2024	388,322	$77,781	$173.61	$158.11 - $193.16
Q4 2023	386,259	$66	$144.89	$129.30 - $163.25
Q3 2023	382,480	$55	$142.31	$134.29 - $151.32
Q2 2023	392,376	$57	$129.66	$119.02 - $137.67
Q1 2023	384,207	$50	$128.16	$115.18 - $135.05
Q4 2022	381,881	$51	$117.65	$94.06 - $128.78
Q3 2022	380,509	$39,763	$105.62	$96.10 - $114.36
Q2 2022	369,547	$41,615	$113.02	$101.22 - $124.46
Q1 2022	337,231	$45,971	$133.66	$115.27 - $153.80
Q4 2021	328,288	$51,984	$147.83	$136.71 - $155.72
Q3 2021	327,117	$53,546	$140.29	$130.40 - $151.51
Q2 2021	316,697	$49,259	$139.74	$130.53 - $148.99
Q1 2021	316,486	$48,179	$127.25	$109.49 - $143.03
Q4 2020	317,664	$40,366	$98.14	$82.75 - $111.83
Q3 2020	311,629	$30,001	$85.44	$79.00 - $92.62
Q2 2020	306,841	$28,861	$81.74	$70.76 - $99.77
Q1 2020	302,698	$27,252	$103.61	$65.60 - $120.06
Q4 2019	281,073	$39,182	$108.67	$93.67 - $118.72
Q3 2019	279,198	$32,859	$95.08	$87.73 - $101.23
Q2 2019	279,764	$31,278	$92.02	$84.61 - $97.81
Q1 2019	274,129	$27,750	$85.34	$78.85 - $89.81
Q4 2018	273,805	$26,729	$87.53	$74.88 - $96.00
Q3 2018	271,624	$30,650	$92.63	$83.41 - $97.31
Q2 2018	274,054	$28,556	$89.02	$83.70 - $93.47
Q1 2018	272,271	$29,942	$91.43	$83.98 - $96.37
Q4 2017	282,828	$30,246	$81.33	$76.25 - $87.14
Q3 2017	277,839	$26,536	$73.66	$70.35 - $76.59
Q2 2017	282,482	$25,819	$68.54	$64.85 - $73.60
Q1 2017	281,262	$24,706	$69.68	$65.58 - $74.23
Q4 2016	276,402	$23,851	$59.89	$51.67 - $68.65
Q3 2016	242,810	$16,453	$50.85	$45.82 - $52.95
Q2 2016	270,366	$16,801	$48.33	$44.15 - $51.23
Q1 2016	255,087	$15,106	$44.86	$40.33 - $49.26
Q4 2015	251,527	$16,608	$49.68	$44.66 - $52.67
Q3 2015	248,278	$15,137	$49.62	$37.93 - $53.49
Q2 2015	242,810	$16,453	$49.14	$44.89 - $52.55
Q1 2015	235,450	$14,264	$44.28	$40.58 - $47.07
Q4 2014	232,008	$14,519	$44.70	$40.31 - $47.17
Q3 2014	223,293	$13,451	$43.13	$40.56 - $45.64
Q2 2014	207,942	$11,982	$41.19	$38.82 - $44.74
Q1 2014	598,826	$36,355	$42.08	$39.47 - $44.77
Q4 2013	583,057	$34,097	$39.63	$36.35 - $42.36
Q3 2013	191,724	$9,910	$38.52	$35.95 - $40.89
Q2 2013	185,084	$9,771	$36.24	$32.83 - $39.86