JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MAINSTAY CAPITAL MANAGEMENT LLC /ADV's Holding History (CIK: 0001127612)

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

Q4 2025

Shares 11,526 Value ($000) $3,714 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 11,448 Value ($000) $3,611 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 22,918 Value ($000) $6,644 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 11,448 Value ($000) $2,808 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 11,448 Value ($000) $2,744 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 11,033 Value ($000) $2,326 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 11,043 Value ($000) $2,234 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 11,033 Value ($000) $2,210 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,033 Value ($000) $1,877 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,250 Value ($000) $1,631 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,233 Value ($000) $1,634 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,624 Value ($000) $1,515 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 11,644 Value ($000) $1,561 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 11,644 Value ($000) $1,217 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 11,644 Value ($000) $1,312 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 11,644 Value ($000) $1,587 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 11,644 Value ($000) $1,843 Avg Close $147.83 Range $136.71 - $155.72

Q2 2021

Shares 11,774 Value ($000) $1,831 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 11,929 Value ($000) $1,816 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 12,382 Value ($000) $1,573 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 11,774 Value ($000) $1,133 Avg Close $85.44 Range $79.00 - $92.62

Q3 2018

Shares 1,077 Value ($000) $122 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 777 Value ($000) $81 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 427 Value ($000) $46 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 727 Value ($000) $78 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,526	$3,714	$309.53	$290.54 - $330.86
Q3 2025	11,448	$3,611	$295.93	$278.95 - $316.47
Q2 2025	22,918	$6,644	$252.67	$200.22 - $289.84
Q1 2025	11,448	$2,808	$250.91	$220.72 - $275.86
Q4 2024	11,448	$2,744	$228.03	$198.89 - $249.04
Q3 2024	11,033	$2,326	$204.96	$185.80 - $219.46
Q2 2024	11,043	$2,234	$189.18	$173.46 - $199.28
Q1 2024	11,033	$2,210	$173.61	$158.11 - $193.16
Q4 2023	11,033	$1,877	$144.89	$129.30 - $163.25
Q3 2023	11,250	$1,631	$142.31	$134.29 - $151.32
Q2 2023	11,233	$1,634	$129.66	$119.02 - $137.67
Q1 2023	11,624	$1,515	$128.16	$115.18 - $135.05
Q4 2022	11,644	$1,561	$117.65	$94.06 - $128.78
Q3 2022	11,644	$1,217	$105.62	$96.10 - $114.36
Q2 2022	11,644	$1,312	$113.02	$101.22 - $124.46
Q1 2022	11,644	$1,587	$133.66	$115.27 - $153.80
Q4 2021	11,644	$1,843	$147.83	$136.71 - $155.72
Q2 2021	11,774	$1,831	$139.74	$130.53 - $148.99
Q1 2021	11,929	$1,816	$127.25	$109.49 - $143.03
Q4 2020	12,382	$1,573	$98.14	$82.75 - $111.83
Q3 2020	11,774	$1,133	$85.44	$79.00 - $92.62
Q3 2018	1,077	$122	$92.63	$83.41 - $97.31
Q2 2018	777	$81	$89.02	$83.70 - $93.47
Q1 2018	427	$46	$91.43	$83.98 - $96.37
Q4 2017	727	$78	$81.33	$76.25 - $87.14