JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SEIZERT CAPITAL PARTNERS, LLC's Holding History (CIK: 0001134283)

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

Q4 2025

Shares 233,894 Value ($000) $75,365 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 239,619 Value ($000) $75,583 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 279,089 Value ($000) $80,911 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 278,104 Value ($000) $68,219 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 284,914 Value ($000) $68,297 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 271,995 Value ($000) $57,353 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 337,482 Value ($000) $68,259 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 368,222 Value ($000) $73,755 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 364,466 Value ($000) $61,996 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 379,401 Value ($000) $55,021 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 373,573 Value ($000) $54,332 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 378,833 Value ($000) $49,366 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 403,982 Value ($000) $54,174 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 411,723 Value ($000) $43,025 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 410,928 Value ($000) $46,275 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 399,652 Value ($000) $54,481 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 406,315 Value ($000) $64,340 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 439,582 Value ($000) $71,955 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 430,327 Value ($000) $66,933 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 418,629 Value ($000) $63,728 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 431,619 Value ($000) $54,846 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 482,353 Value ($000) $46,436 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 468,379 Value ($000) $44,056 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 362,168 Value ($000) $32,606 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 406,248 Value ($000) $56,631 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 425,016 Value ($000) $50,020 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 438,129 Value ($000) $48,983 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 471,541 Value ($000) $47,734 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 461,533 Value ($000) $45,055 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 456,423 Value ($000) $51,503 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 486,687 Value ($000) $53,521 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 486,687 Value ($000) $53,521 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 511,358 Value ($000) $54,685 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 525,101 Value ($000) $50,152 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 567,381 Value ($000) $51,859 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 575,664 Value ($000) $50,566 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 607,236 Value ($000) $52,398 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 644,202 Value ($000) $42,897 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 714,050 Value ($000) $44,371 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 800,817 Value ($000) $47,424 Avg Close $44.86 Range $40.33 - $49.26

Q1 2015

Shares 1,001,156 Value ($000) $60,650 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 1,379,053 Value ($000) $86,301 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 1,435,215 Value ($000) $86,457 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 1,434,856 Value ($000) $82,676 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 1,188,197 Value ($000) $72,135 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 1,299,136 Value ($000) $75,973 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 1,259,595 Value ($000) $65,108 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 1,416,390 Value ($000) $74,771 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	233,894	$75,365	$309.53	$290.54 - $330.86
Q3 2025	239,619	$75,583	$295.93	$278.95 - $316.47
Q2 2025	279,089	$80,911	$252.67	$200.22 - $289.84
Q1 2025	278,104	$68,219	$250.91	$220.72 - $275.86
Q4 2024	284,914	$68,297	$228.03	$198.89 - $249.04
Q3 2024	271,995	$57,353	$204.96	$185.80 - $219.46
Q2 2024	337,482	$68,259	$189.18	$173.46 - $199.28
Q1 2024	368,222	$73,755	$173.61	$158.11 - $193.16
Q4 2023	364,466	$61,996	$144.89	$129.30 - $163.25
Q3 2023	379,401	$55,021	$142.31	$134.29 - $151.32
Q2 2023	373,573	$54,332	$129.66	$119.02 - $137.67
Q1 2023	378,833	$49,366	$128.16	$115.18 - $135.05
Q4 2022	403,982	$54,174	$117.65	$94.06 - $128.78
Q3 2022	411,723	$43,025	$105.62	$96.10 - $114.36
Q2 2022	410,928	$46,275	$113.02	$101.22 - $124.46
Q1 2022	399,652	$54,481	$133.66	$115.27 - $153.80
Q4 2021	406,315	$64,340	$147.83	$136.71 - $155.72
Q3 2021	439,582	$71,955	$140.29	$130.40 - $151.51
Q2 2021	430,327	$66,933	$139.74	$130.53 - $148.99
Q1 2021	418,629	$63,728	$127.25	$109.49 - $143.03
Q4 2020	431,619	$54,846	$98.14	$82.75 - $111.83
Q3 2020	482,353	$46,436	$85.44	$79.00 - $92.62
Q2 2020	468,379	$44,056	$81.74	$70.76 - $99.77
Q1 2020	362,168	$32,606	$103.61	$65.60 - $120.06
Q4 2019	406,248	$56,631	$108.67	$93.67 - $118.72
Q3 2019	425,016	$50,020	$95.08	$87.73 - $101.23
Q2 2019	438,129	$48,983	$92.02	$84.61 - $97.81
Q1 2019	471,541	$47,734	$85.34	$78.85 - $89.81
Q4 2018	461,533	$45,055	$87.53	$74.88 - $96.00
Q3 2018	456,423	$51,503	$92.63	$83.41 - $97.31
Q2 2018	486,687	$53,521	$89.02	$83.70 - $93.47
Q1 2018	486,687	$53,521	$91.43	$83.98 - $96.37
Q4 2017	511,358	$54,685	$81.33	$76.25 - $87.14
Q3 2017	525,101	$50,152	$73.66	$70.35 - $76.59
Q2 2017	567,381	$51,859	$68.54	$64.85 - $73.60
Q1 2017	575,664	$50,566	$69.68	$65.58 - $74.23
Q4 2016	607,236	$52,398	$59.89	$51.67 - $68.65
Q3 2016	644,202	$42,897	$50.85	$45.82 - $52.95
Q2 2016	714,050	$44,371	$48.33	$44.15 - $51.23
Q1 2016	800,817	$47,424	$44.86	$40.33 - $49.26
Q1 2015	1,001,156	$60,650	$44.28	$40.58 - $47.07
Q4 2014	1,379,053	$86,301	$44.70	$40.31 - $47.17
Q3 2014	1,435,215	$86,457	$43.13	$40.56 - $45.64
Q2 2014	1,434,856	$82,676	$41.19	$38.82 - $44.74
Q1 2014	1,188,197	$72,135	$42.08	$39.47 - $44.77
Q4 2013	1,299,136	$75,973	$39.63	$36.35 - $42.36
Q3 2013	1,259,595	$65,108	$38.52	$35.95 - $40.89
Q2 2013	1,416,390	$74,771	$36.24	$32.83 - $39.86