JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

RATIONAL ADVISORS LLC's Holding History (CIK: 0001143565)

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

Q4 2025
Shares 5,464 Value ($000) $1,761 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,769 Value ($000) $1,189 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,658 Value ($000) $1,060 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,775 Value ($000) $681 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,955 Value ($000) $469 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,852 Value ($000) $1,656 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 4,307 Value ($000) $871 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,502 Value ($000) $301 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,284 Value ($000) $389 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 5,882 Value ($000) $853 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 7,518 Value ($000) $1,093 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 5,206 Value ($000) $678 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,514 Value ($000) $605 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 6,372 Value ($000) $666 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 5,762 Value ($000) $649 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 5,210 Value ($000) $710 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 16,547 Value ($000) $2,620 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 12,778 Value ($000) $2,092 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 17,351 Value ($000) $2,699 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 16,904 Value ($000) $2,573 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 16,447 Value ($000) $2,090 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 18,063 Value ($000) $1,739 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 19,527 Value ($000) $1,837 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 600 Value ($000) $54 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 1,982 Value ($000) $276 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 11,325 Value ($000) $1,334 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 10,500 Value ($000) $1,174 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 35,197 Value ($000) $3,563 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 42,917 Value ($000) $4,189 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 8,892 Value ($000) $1,004 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 3,309 Value ($000) $345 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 15,030 Value ($000) $1,653 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 16,669 Value ($000) $1,783 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 26,710 Value ($000) $2,552 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 26,810 Value ($000) $2,451 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 20,800 Value ($000) $1,827 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 21,071 Value ($000) $1,817 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 33,600 Value ($000) $2,238 Avg Close $50.85 Range $45.82 - $52.95
Q3 2015
Shares 39,732 Value ($000) $2,422 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 39,732 Value ($000) $2,692 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 62,982 Value ($000) $3,815 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 70,670 Value ($000) $4,423 Avg Close $44.70 Range $40.31 - $47.17
Q4 2013
Shares 143,530 Value ($000) $8,394 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 186,652 Value ($000) $9,648 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 187,752 Value ($000) $9,911 Avg Close $36.24 Range $32.83 - $39.86
Q1 2013
Shares 205,620 Value ($000) $9,759 Avg Close $34.01 Range $31.32 - $36.14
Q4 2012
Shares 174,724 Value ($000) $7,682 Avg Close — Range —
Q3 2012
Shares 130,658 Value ($000) $5,289 Avg Close — Range —
Q2 2012
Shares 114,270 Value ($000) $4,083 Avg Close — Range —
Q1 2012
Shares 95,380 Value ($000) $4,386 Avg Close — Range —
Q4 2011
Shares 120,202 Value ($000) $3,997 Avg Close — Range —
Q3 2011
Shares 194,552 Value ($000) $5,860 Avg Close — Range —
Q2 2011
Shares 112,312 Value ($000) $4,598 Avg Close — Range —
Q1 2011
Shares 142,222 Value ($000) $6,556 Avg Close — Range —
Q4 2010
Shares 104,222 Value ($000) $4,421 Avg Close — Range —
Q1 2010
Shares 32,200 Value ($000) $1,441 Avg Close — Range —
Q4 2009
Shares 32,200 Value ($000) $1,342 Avg Close — Range —
Q3 2009
Shares 46,200 Value ($000) $2,024 Avg Close — Range —
Q2 2009
Shares 57,200 Value ($000) $1,951 Avg Close — Range —
Q1 2009
Shares 74,300 Value ($000) $1,975 Avg Close — Range —