JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MARATHON CAPITAL MANAGEMENT's Holding History (CIK: 0001213206)

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

Q4 2025

Shares 21,199 Value ($000) $6,831 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 21,244 Value ($000) $6,701 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 21,276 Value ($000) $6,168 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 21,676 Value ($000) $5,317 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 21,738 Value ($000) $5,211 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 21,629 Value ($000) $4,561 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 21,629 Value ($000) $4,375 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 21,228 Value ($000) $4,252 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 21,403 Value ($000) $3,641 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 20,394 Value ($000) $2,958 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 20,059 Value ($000) $2,917 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 20,202 Value ($000) $2,633 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,720 Value ($000) $499 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 4,009 Value ($000) $419 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 4,006 Value ($000) $451 Avg Close $113.02 Range $101.22 - $124.46

Q4 2021

Shares 3,902 Value ($000) $618 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,798 Value ($000) $786 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 3,844 Value ($000) $597 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 3,600 Value ($000) $548 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 3,700 Value ($000) $470 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,682 Value ($000) $354 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,307 Value ($000) $311 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,075 Value ($000) $276 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,100 Value ($000) $432 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,199	$6,831	$309.53	$290.54 - $330.86
Q3 2025	21,244	$6,701	$295.93	$278.95 - $316.47
Q2 2025	21,276	$6,168	$252.67	$200.22 - $289.84
Q1 2025	21,676	$5,317	$250.91	$220.72 - $275.86
Q4 2024	21,738	$5,211	$228.03	$198.89 - $249.04
Q3 2024	21,629	$4,561	$204.96	$185.80 - $219.46
Q2 2024	21,629	$4,375	$189.18	$173.46 - $199.28
Q1 2024	21,228	$4,252	$173.61	$158.11 - $193.16
Q4 2023	21,403	$3,641	$144.89	$129.30 - $163.25
Q3 2023	20,394	$2,958	$142.31	$134.29 - $151.32
Q2 2023	20,059	$2,917	$129.66	$119.02 - $137.67
Q1 2023	20,202	$2,633	$128.16	$115.18 - $135.05
Q4 2022	3,720	$499	$117.65	$94.06 - $128.78
Q3 2022	4,009	$419	$105.62	$96.10 - $114.36
Q2 2022	4,006	$451	$113.02	$101.22 - $124.46
Q4 2021	3,902	$618	$147.83	$136.71 - $155.72
Q3 2021	4,798	$786	$140.29	$130.40 - $151.51
Q2 2021	3,844	$597	$139.74	$130.53 - $148.99
Q1 2021	3,600	$548	$127.25	$109.49 - $143.03
Q4 2020	3,700	$470	$98.14	$82.75 - $111.83
Q3 2020	3,682	$354	$85.44	$79.00 - $92.62
Q2 2020	3,307	$311	$81.74	$70.76 - $99.77
Q1 2020	3,075	$276	$103.61	$65.60 - $120.06
Q4 2019	3,100	$432	$108.67	$93.67 - $118.72