JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

KCM INVESTMENT ADVISORS LLC's Holding History (CIK: 0001109228)

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

Q4 2025

Shares 219,296 Value ($000) $70,662 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 219,025 Value ($000) $69,087 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 200,446 Value ($000) $58,111 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 181,477 Value ($000) $44,516 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 178,279 Value ($000) $42,735 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 176,033 Value ($000) $37,118 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 176,281 Value ($000) $35,655 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 175,691 Value ($000) $35,191 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 170,397 Value ($000) $28,985 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 175,470 Value ($000) $25,447 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 176,730 Value ($000) $25,704 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 175,148 Value ($000) $22,824 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 174,828 Value ($000) $23 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 175,555 Value ($000) $18,345 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 174,515 Value ($000) $19,652 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 172,033 Value ($000) $23,452 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 169,917 Value ($000) $26,906 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 166,611 Value ($000) $27,273 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 162,592 Value ($000) $25,290 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 154,702 Value ($000) $23,550 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 154,655 Value ($000) $19,652 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 151,434 Value ($000) $14,579 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 170,553 Value ($000) $16,042 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 162,611 Value ($000) $14,640 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 162,740 Value ($000) $22,686 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 160,104 Value ($000) $18,843 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 158,672 Value ($000) $17,740 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 146,385 Value ($000) $14,819 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 139,809 Value ($000) $13,648 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 131,542 Value ($000) $14,843 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 130,708 Value ($000) $13,620 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 132,341 Value ($000) $14,554 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 131,705 Value ($000) $14,085 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 130,512 Value ($000) $12,465 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 131,121 Value ($000) $11,984 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 133,326 Value ($000) $11,711 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 132,714 Value ($000) $11,452 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 131,527 Value ($000) $8,758 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 132,823 Value ($000) $8,254 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 136,626 Value ($000) $8,091 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 127,170 Value ($000) $8,397 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 122,201 Value ($000) $7,451 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 116,365 Value ($000) $7,885 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 113,933 Value ($000) $6,902 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 111,096 Value ($000) $6,952 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 108,484 Value ($000) $6,535 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 107,392 Value ($000) $6,188 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 101,330 Value ($000) $6,152 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 100,855 Value ($000) $5,898 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 102,081 Value ($000) $5,277 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 114,007 Value ($000) $6,018 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	219,296	$70,662	$309.53	$290.54 - $330.86
Q3 2025	219,025	$69,087	$295.93	$278.95 - $316.47
Q2 2025	200,446	$58,111	$252.67	$200.22 - $289.84
Q1 2025	181,477	$44,516	$250.91	$220.72 - $275.86
Q4 2024	178,279	$42,735	$228.03	$198.89 - $249.04
Q3 2024	176,033	$37,118	$204.96	$185.80 - $219.46
Q2 2024	176,281	$35,655	$189.18	$173.46 - $199.28
Q1 2024	175,691	$35,191	$173.61	$158.11 - $193.16
Q4 2023	170,397	$28,985	$144.89	$129.30 - $163.25
Q3 2023	175,470	$25,447	$142.31	$134.29 - $151.32
Q2 2023	176,730	$25,704	$129.66	$119.02 - $137.67
Q1 2023	175,148	$22,824	$128.16	$115.18 - $135.05
Q4 2022	174,828	$23	$117.65	$94.06 - $128.78
Q3 2022	175,555	$18,345	$105.62	$96.10 - $114.36
Q2 2022	174,515	$19,652	$113.02	$101.22 - $124.46
Q1 2022	172,033	$23,452	$133.66	$115.27 - $153.80
Q4 2021	169,917	$26,906	$147.83	$136.71 - $155.72
Q3 2021	166,611	$27,273	$140.29	$130.40 - $151.51
Q2 2021	162,592	$25,290	$139.74	$130.53 - $148.99
Q1 2021	154,702	$23,550	$127.25	$109.49 - $143.03
Q4 2020	154,655	$19,652	$98.14	$82.75 - $111.83
Q3 2020	151,434	$14,579	$85.44	$79.00 - $92.62
Q2 2020	170,553	$16,042	$81.74	$70.76 - $99.77
Q1 2020	162,611	$14,640	$103.61	$65.60 - $120.06
Q4 2019	162,740	$22,686	$108.67	$93.67 - $118.72
Q3 2019	160,104	$18,843	$95.08	$87.73 - $101.23
Q2 2019	158,672	$17,740	$92.02	$84.61 - $97.81
Q1 2019	146,385	$14,819	$85.34	$78.85 - $89.81
Q4 2018	139,809	$13,648	$87.53	$74.88 - $96.00
Q3 2018	131,542	$14,843	$92.63	$83.41 - $97.31
Q2 2018	130,708	$13,620	$89.02	$83.70 - $93.47
Q1 2018	132,341	$14,554	$91.43	$83.98 - $96.37
Q4 2017	131,705	$14,085	$81.33	$76.25 - $87.14
Q3 2017	130,512	$12,465	$73.66	$70.35 - $76.59
Q2 2017	131,121	$11,984	$68.54	$64.85 - $73.60
Q1 2017	133,326	$11,711	$69.68	$65.58 - $74.23
Q4 2016	132,714	$11,452	$59.89	$51.67 - $68.65
Q3 2016	131,527	$8,758	$50.85	$45.82 - $52.95
Q2 2016	132,823	$8,254	$48.33	$44.15 - $51.23
Q1 2016	136,626	$8,091	$44.86	$40.33 - $49.26
Q4 2015	127,170	$8,397	$49.68	$44.66 - $52.67
Q3 2015	122,201	$7,451	$49.62	$37.93 - $53.49
Q2 2015	116,365	$7,885	$49.14	$44.89 - $52.55
Q1 2015	113,933	$6,902	$44.28	$40.58 - $47.07
Q4 2014	111,096	$6,952	$44.70	$40.31 - $47.17
Q3 2014	108,484	$6,535	$43.13	$40.56 - $45.64
Q2 2014	107,392	$6,188	$41.19	$38.82 - $44.74
Q1 2014	101,330	$6,152	$42.08	$39.47 - $44.77
Q4 2013	100,855	$5,898	$39.63	$36.35 - $42.36
Q3 2013	102,081	$5,277	$38.52	$35.95 - $40.89
Q2 2013	114,007	$6,018	$36.24	$32.83 - $39.86