JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

GW&K Investment Management, LLC's Holding History (CIK: 0001082917)

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

Q4 2025
Shares 217,527 Value ($000) $70 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 218,063 Value ($000) $69 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 222,648 Value ($000) $65 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 199,336 Value ($000) $49 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 199,472 Value ($000) $48 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 201,374 Value ($000) $42 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 118,279 Value ($000) $24 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 82,457 Value ($000) $17 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,653 Value ($000) $0 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,582 Value ($000) $0 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,572 Value ($000) $0 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 602 Value ($000) $0 Avg Close $128.16 Range $115.18 - $135.05
Q2 2022
Shares 1,493 Value ($000) $168 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 943 Value ($000) $129 Avg Close $133.66 Range $115.27 - $153.80
Q3 2017
Shares 301,282 Value ($000) $28,775 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 304,590 Value ($000) $27,840 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 297,774 Value ($000) $26,156 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 285,392 Value ($000) $24,626 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 311,514 Value ($000) $20,744 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 293,148 Value ($000) $18,216 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 277,635 Value ($000) $16,442 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 340,251 Value ($000) $22,467 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 339,368 Value ($000) $20,691 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 334,523 Value ($000) $22,667 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 334,555 Value ($000) $20,267 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 320,046 Value ($000) $20,028 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 260,132 Value ($000) $15,670 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 254,649 Value ($000) $14,673 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 258,225 Value ($000) $15,677 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 171,905 Value ($000) $10,053 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 168,884 Value ($000) $8,730 Avg Close $38.52 Range $35.95 - $40.89