JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025

Shares 12,714 Value ($000) $4,097 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 12,662 Value ($000) $3,994 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 12,589 Value ($000) $3,650 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,025 Value ($000) $3,440 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 13,409 Value ($000) $3,214 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 11,901 Value ($000) $2,509 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 11,973 Value ($000) $2,422 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 12,966 Value ($000) $2,597 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 13,096 Value ($000) $2,228 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 13,416 Value ($000) $1,946 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 13,345 Value ($000) $1,941 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,615 Value ($000) $1,774 Avg Close $128.16 Range $115.18 - $135.05

Q3 2022

Shares 14,673 Value ($000) $1,533 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 15,339 Value ($000) $1,731 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 15,330 Value ($000) $1,891 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 16,027 Value ($000) $2,538 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 15,958 Value ($000) $2,612 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 15,931 Value ($000) $2,416 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 19,496 Value ($000) $2,968 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 14,080 Value ($000) $1,914 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 14,174 Value ($000) $1,364 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 14,624 Value ($000) $1,375 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 13,628 Value ($000) $1,226 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 14,496 Value ($000) $2,020 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 16,415 Value ($000) $1,931 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 15,708 Value ($000) $1,756 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 15,676 Value ($000) $1,586 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 15,215 Value ($000) $1,485 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 14,409 Value ($000) $1,625 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 15,740 Value ($000) $1,640 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 14,961 Value ($000) $1,645 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 14,439 Value ($000) $1,544 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 14,414 Value ($000) $485 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 14,449 Value ($000) $1,320 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 14,424 Value ($000) $1,267 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 12,708 Value ($000) $1,096 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 12,535 Value ($000) $834 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 11,616 Value ($000) $721 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 11,730 Value ($000) $694 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 9,145 Value ($000) $603 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 9,145 Value ($000) $557 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 9,144 Value ($000) $619 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 9,344 Value ($000) $566 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 10,250 Value ($000) $641 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 9,250 Value ($000) $557 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 9,224 Value ($000) $531 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 9,973 Value ($000) $605 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 10,878 Value ($000) $636 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 9,610 Value ($000) $497 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 10,489 Value ($000) $553 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,714	$4,097	$309.53	$290.54 - $330.86
Q3 2025	12,662	$3,994	$295.93	$278.95 - $316.47
Q2 2025	12,589	$3,650	$252.67	$200.22 - $289.84
Q1 2025	14,025	$3,440	$250.91	$220.72 - $275.86
Q4 2024	13,409	$3,214	$228.03	$198.89 - $249.04
Q3 2024	11,901	$2,509	$204.96	$185.80 - $219.46
Q2 2024	11,973	$2,422	$189.18	$173.46 - $199.28
Q1 2024	12,966	$2,597	$173.61	$158.11 - $193.16
Q4 2023	13,096	$2,228	$144.89	$129.30 - $163.25
Q3 2023	13,416	$1,946	$142.31	$134.29 - $151.32
Q2 2023	13,345	$1,941	$129.66	$119.02 - $137.67
Q1 2023	13,615	$1,774	$128.16	$115.18 - $135.05
Q3 2022	14,673	$1,533	$105.62	$96.10 - $114.36
Q2 2022	15,339	$1,731	$113.02	$101.22 - $124.46
Q1 2022	15,330	$1,891	$133.66	$115.27 - $153.80
Q4 2021	16,027	$2,538	$147.83	$136.71 - $155.72
Q3 2021	15,958	$2,612	$140.29	$130.40 - $151.51
Q2 2021	15,931	$2,416	$139.74	$130.53 - $148.99
Q1 2021	19,496	$2,968	$127.25	$109.49 - $143.03
Q4 2020	14,080	$1,914	$98.14	$82.75 - $111.83
Q3 2020	14,174	$1,364	$85.44	$79.00 - $92.62
Q2 2020	14,624	$1,375	$81.74	$70.76 - $99.77
Q1 2020	13,628	$1,226	$103.61	$65.60 - $120.06
Q4 2019	14,496	$2,020	$108.67	$93.67 - $118.72
Q3 2019	16,415	$1,931	$95.08	$87.73 - $101.23
Q2 2019	15,708	$1,756	$92.02	$84.61 - $97.81
Q1 2019	15,676	$1,586	$85.34	$78.85 - $89.81
Q4 2018	15,215	$1,485	$87.53	$74.88 - $96.00
Q3 2018	14,409	$1,625	$92.63	$83.41 - $97.31
Q2 2018	15,740	$1,640	$89.02	$83.70 - $93.47
Q1 2018	14,961	$1,645	$91.43	$83.98 - $96.37
Q4 2017	14,439	$1,544	$81.33	$76.25 - $87.14
Q3 2017	14,414	$485	$73.66	$70.35 - $76.59
Q2 2017	14,449	$1,320	$68.54	$64.85 - $73.60
Q1 2017	14,424	$1,267	$69.68	$65.58 - $74.23
Q4 2016	12,708	$1,096	$59.89	$51.67 - $68.65
Q3 2016	12,535	$834	$50.85	$45.82 - $52.95
Q2 2016	11,616	$721	$48.33	$44.15 - $51.23
Q1 2016	11,730	$694	$44.86	$40.33 - $49.26
Q4 2015	9,145	$603	$49.68	$44.66 - $52.67
Q3 2015	9,145	$557	$49.62	$37.93 - $53.49
Q2 2015	9,144	$619	$49.14	$44.89 - $52.55
Q1 2015	9,344	$566	$44.28	$40.58 - $47.07
Q4 2014	10,250	$641	$44.70	$40.31 - $47.17
Q3 2014	9,250	$557	$43.13	$40.56 - $45.64
Q2 2014	9,224	$531	$41.19	$38.82 - $44.74
Q1 2014	9,973	$605	$42.08	$39.47 - $44.77
Q4 2013	10,878	$636	$39.63	$36.35 - $42.36
Q3 2013	9,610	$497	$38.52	$35.95 - $40.89
Q2 2013	10,489	$553	$36.24	$32.83 - $39.86