JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MOTCO's Holding History (CIK: 0001306333)

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

Q4 2025

Shares 83,204 Value ($000) $26,810 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 84,597 Value ($000) $26,684 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 86,476 Value ($000) $25,618 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 88,110 Value ($000) $21,613 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 94,679 Value ($000) $22,696 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 97,945 Value ($000) $20,653 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 105,967 Value ($000) $21,433 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 106,576 Value ($000) $21,347 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 109,451 Value ($000) $18,618 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 117,242 Value ($000) $17,002 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 119,588 Value ($000) $17,393 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 121,839 Value ($000) $15,877 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 120,850 Value ($000) $16,206 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 124,680 Value ($000) $13,030 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 124,005 Value ($000) $13,964 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 118,692 Value ($000) $16,180 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 116,654 Value ($000) $18,472 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 118,087 Value ($000) $19,329 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 118,026 Value ($000) $18,358 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 115,570 Value ($000) $17,593 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 119,151 Value ($000) $15,141 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 122,816 Value ($000) $11,823 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 121,754 Value ($000) $11,452 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 112,243 Value ($000) $10,106 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 110,006 Value ($000) $15,335 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 112,044 Value ($000) $13,186 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 108,442 Value ($000) $12,124 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 105,149 Value ($000) $10,644 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 101,695 Value ($000) $9,927 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 101,798 Value ($000) $11,487 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 101,530 Value ($000) $10,579 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 104,424 Value ($000) $11,483 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 109,982 Value ($000) $11,761 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 114,279 Value ($000) $10,915 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 118,723 Value ($000) $10,851 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 118,422 Value ($000) $10,402 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 123,018 Value ($000) $10,615 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 125,855 Value ($000) $8,381 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 125,539 Value ($000) $7,801 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 121,393 Value ($000) $7,189 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 79,736 Value ($000) $5,265 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 80,212 Value ($000) $4,891 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 82,260 Value ($000) $5,574 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 83,674 Value ($000) $5,069 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 90,109 Value ($000) $5,639 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 87,864 Value ($000) $5,293 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 87,245 Value ($000) $5,028 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 87,114 Value ($000) $5,288 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 87,864 Value ($000) $5,139 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 85,867 Value ($000) $4,439 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 84,989 Value ($000) $4,487 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	83,204	$26,810	$309.53	$290.54 - $330.86
Q3 2025	84,597	$26,684	$295.93	$278.95 - $316.47
Q2 2025	86,476	$25,618	$252.67	$200.22 - $289.84
Q1 2025	88,110	$21,613	$250.91	$220.72 - $275.86
Q4 2024	94,679	$22,696	$228.03	$198.89 - $249.04
Q3 2024	97,945	$20,653	$204.96	$185.80 - $219.46
Q2 2024	105,967	$21,433	$189.18	$173.46 - $199.28
Q1 2024	106,576	$21,347	$173.61	$158.11 - $193.16
Q4 2023	109,451	$18,618	$144.89	$129.30 - $163.25
Q3 2023	117,242	$17,002	$142.31	$134.29 - $151.32
Q2 2023	119,588	$17,393	$129.66	$119.02 - $137.67
Q1 2023	121,839	$15,877	$128.16	$115.18 - $135.05
Q4 2022	120,850	$16,206	$117.65	$94.06 - $128.78
Q3 2022	124,680	$13,030	$105.62	$96.10 - $114.36
Q2 2022	124,005	$13,964	$113.02	$101.22 - $124.46
Q1 2022	118,692	$16,180	$133.66	$115.27 - $153.80
Q4 2021	116,654	$18,472	$147.83	$136.71 - $155.72
Q3 2021	118,087	$19,329	$140.29	$130.40 - $151.51
Q2 2021	118,026	$18,358	$139.74	$130.53 - $148.99
Q1 2021	115,570	$17,593	$127.25	$109.49 - $143.03
Q4 2020	119,151	$15,141	$98.14	$82.75 - $111.83
Q3 2020	122,816	$11,823	$85.44	$79.00 - $92.62
Q2 2020	121,754	$11,452	$81.74	$70.76 - $99.77
Q1 2020	112,243	$10,106	$103.61	$65.60 - $120.06
Q4 2019	110,006	$15,335	$108.67	$93.67 - $118.72
Q3 2019	112,044	$13,186	$95.08	$87.73 - $101.23
Q2 2019	108,442	$12,124	$92.02	$84.61 - $97.81
Q1 2019	105,149	$10,644	$85.34	$78.85 - $89.81
Q4 2018	101,695	$9,927	$87.53	$74.88 - $96.00
Q3 2018	101,798	$11,487	$92.63	$83.41 - $97.31
Q2 2018	101,530	$10,579	$89.02	$83.70 - $93.47
Q1 2018	104,424	$11,483	$91.43	$83.98 - $96.37
Q4 2017	109,982	$11,761	$81.33	$76.25 - $87.14
Q3 2017	114,279	$10,915	$73.66	$70.35 - $76.59
Q2 2017	118,723	$10,851	$68.54	$64.85 - $73.60
Q1 2017	118,422	$10,402	$69.68	$65.58 - $74.23
Q4 2016	123,018	$10,615	$59.89	$51.67 - $68.65
Q3 2016	125,855	$8,381	$50.85	$45.82 - $52.95
Q2 2016	125,539	$7,801	$48.33	$44.15 - $51.23
Q1 2016	121,393	$7,189	$44.86	$40.33 - $49.26
Q4 2015	79,736	$5,265	$49.68	$44.66 - $52.67
Q3 2015	80,212	$4,891	$49.62	$37.93 - $53.49
Q2 2015	82,260	$5,574	$49.14	$44.89 - $52.55
Q1 2015	83,674	$5,069	$44.28	$40.58 - $47.07
Q4 2014	90,109	$5,639	$44.70	$40.31 - $47.17
Q3 2014	87,864	$5,293	$43.13	$40.56 - $45.64
Q2 2014	87,245	$5,028	$41.19	$38.82 - $44.74
Q1 2014	87,114	$5,288	$42.08	$39.47 - $44.77
Q4 2013	87,864	$5,139	$39.63	$36.35 - $42.36
Q3 2013	85,867	$4,439	$38.52	$35.95 - $40.89
Q2 2013	84,989	$4,487	$36.24	$32.83 - $39.86