JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

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

Q4 2025

Shares 40,611 Value ($000) $13,086 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 41,299 Value ($000) $13,027 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 40,072 Value ($000) $11,617 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 41,009 Value ($000) $10,060 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 43,525 Value ($000) $10,433 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 43,498 Value ($000) $9,172 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 46,445 Value ($000) $9,394 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 44,447 Value ($000) $8,903 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 44,276 Value ($000) $7,531 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 44,906 Value ($000) $6,512 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 47,260 Value ($000) $6,873 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 38,972 Value ($000) $5,079 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 38,857 Value ($000) $5,211 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 40,078 Value ($000) $4,188 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 39,725 Value ($000) $4,473 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 40,288 Value ($000) $5,492 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 40,098 Value ($000) $6,349 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 39,966 Value ($000) $6,542 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 40,355 Value ($000) $6,277 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 39,776 Value ($000) $6,055 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 40,109 Value ($000) $5,097 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 38,245 Value ($000) $3,682 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 37,086 Value ($000) $3,488 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 40,695 Value ($000) $3,664 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	40,611	$13,086	$309.53	$290.54 - $330.86
Q3 2025	41,299	$13,027	$295.93	$278.95 - $316.47
Q2 2025	40,072	$11,617	$252.67	$200.22 - $289.84
Q1 2025	41,009	$10,060	$250.91	$220.72 - $275.86
Q4 2024	43,525	$10,433	$228.03	$198.89 - $249.04
Q3 2024	43,498	$9,172	$204.96	$185.80 - $219.46
Q2 2024	46,445	$9,394	$189.18	$173.46 - $199.28
Q1 2024	44,447	$8,903	$173.61	$158.11 - $193.16
Q4 2023	44,276	$7,531	$144.89	$129.30 - $163.25
Q3 2023	44,906	$6,512	$142.31	$134.29 - $151.32
Q2 2023	47,260	$6,873	$129.66	$119.02 - $137.67
Q1 2023	38,972	$5,079	$128.16	$115.18 - $135.05
Q4 2022	38,857	$5,211	$117.65	$94.06 - $128.78
Q3 2022	40,078	$4,188	$105.62	$96.10 - $114.36
Q2 2022	39,725	$4,473	$113.02	$101.22 - $124.46
Q1 2022	40,288	$5,492	$133.66	$115.27 - $153.80
Q4 2021	40,098	$6,349	$147.83	$136.71 - $155.72
Q3 2021	39,966	$6,542	$140.29	$130.40 - $151.51
Q2 2021	40,355	$6,277	$139.74	$130.53 - $148.99
Q1 2021	39,776	$6,055	$127.25	$109.49 - $143.03
Q4 2020	40,109	$5,097	$98.14	$82.75 - $111.83
Q3 2020	38,245	$3,682	$85.44	$79.00 - $92.62
Q2 2020	37,086	$3,488	$81.74	$70.76 - $99.77
Q1 2020	40,695	$3,664	$103.61	$65.60 - $120.06