JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BOK Financial Private Wealth, Inc.'s Holding History (CIK: 0001317348)

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

Q4 2025

Shares 17,091 Value ($000) $5,507 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 18,183 Value ($000) $5,735 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 18,788 Value ($000) $5,447 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 21,100 Value ($000) $5,176 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 22,122 Value ($000) $5,303 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 23,603 Value ($000) $4,977 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 25,392 Value ($000) $5,136 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 25,630 Value ($000) $5,134 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 26,391 Value ($000) $4,489 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 27,605 Value ($000) $4,003 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 30,302 Value ($000) $4,407 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 34,388 Value ($000) $4,481 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 33,543 Value ($000) $4,498 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 34,317 Value ($000) $3,586 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 34,332 Value ($000) $3,866 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 57,070 Value ($000) $7,780 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 56,378 Value ($000) $8,927 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 56,600 Value ($000) $9,265 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 54,132 Value ($000) $8,420 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 51,731 Value ($000) $7,875 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 52,239 Value ($000) $6,638 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 53,065 Value ($000) $5,109 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 57,015 Value ($000) $5,363 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 66,518 Value ($000) $5,989 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 100,808 Value ($000) $14,053 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 10,288 Value ($000) $1,211 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 9,449 Value ($000) $1,056 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 10,639 Value ($000) $1,077 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 11,285 Value ($000) $1,102 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 8,520 Value ($000) $961 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 8,526 Value ($000) $888 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 9,551 Value ($000) $1,050 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 10,446 Value ($000) $1,117 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 10,863 Value ($000) $1,038 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 10,919 Value ($000) $998 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 11,002 Value ($000) $966 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 11,980 Value ($000) $1,034 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 12,346 Value ($000) $822 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 15,669 Value ($000) $973 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 5,238 Value ($000) $310 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 5,238 Value ($000) $346 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 5,265 Value ($000) $321 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 3,821 Value ($000) $259 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 3,794 Value ($000) $230 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 3,794 Value ($000) $237 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 4,569 Value ($000) $275 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 4,569 Value ($000) $263 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 4,569 Value ($000) $277 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 4,569 Value ($000) $267 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 4,821 Value ($000) $249 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 3,821 Value ($000) $202 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,091	$5,507	$309.53	$290.54 - $330.86
Q3 2025	18,183	$5,735	$295.93	$278.95 - $316.47
Q2 2025	18,788	$5,447	$252.67	$200.22 - $289.84
Q1 2025	21,100	$5,176	$250.91	$220.72 - $275.86
Q4 2024	22,122	$5,303	$228.03	$198.89 - $249.04
Q3 2024	23,603	$4,977	$204.96	$185.80 - $219.46
Q2 2024	25,392	$5,136	$189.18	$173.46 - $199.28
Q1 2024	25,630	$5,134	$173.61	$158.11 - $193.16
Q4 2023	26,391	$4,489	$144.89	$129.30 - $163.25
Q3 2023	27,605	$4,003	$142.31	$134.29 - $151.32
Q2 2023	30,302	$4,407	$129.66	$119.02 - $137.67
Q1 2023	34,388	$4,481	$128.16	$115.18 - $135.05
Q4 2022	33,543	$4,498	$117.65	$94.06 - $128.78
Q3 2022	34,317	$3,586	$105.62	$96.10 - $114.36
Q2 2022	34,332	$3,866	$113.02	$101.22 - $124.46
Q1 2022	57,070	$7,780	$133.66	$115.27 - $153.80
Q4 2021	56,378	$8,927	$147.83	$136.71 - $155.72
Q3 2021	56,600	$9,265	$140.29	$130.40 - $151.51
Q2 2021	54,132	$8,420	$139.74	$130.53 - $148.99
Q1 2021	51,731	$7,875	$127.25	$109.49 - $143.03
Q4 2020	52,239	$6,638	$98.14	$82.75 - $111.83
Q3 2020	53,065	$5,109	$85.44	$79.00 - $92.62
Q2 2020	57,015	$5,363	$81.74	$70.76 - $99.77
Q1 2020	66,518	$5,989	$103.61	$65.60 - $120.06
Q4 2019	100,808	$14,053	$108.67	$93.67 - $118.72
Q3 2019	10,288	$1,211	$95.08	$87.73 - $101.23
Q2 2019	9,449	$1,056	$92.02	$84.61 - $97.81
Q1 2019	10,639	$1,077	$85.34	$78.85 - $89.81
Q4 2018	11,285	$1,102	$87.53	$74.88 - $96.00
Q3 2018	8,520	$961	$92.63	$83.41 - $97.31
Q2 2018	8,526	$888	$89.02	$83.70 - $93.47
Q1 2018	9,551	$1,050	$91.43	$83.98 - $96.37
Q4 2017	10,446	$1,117	$81.33	$76.25 - $87.14
Q3 2017	10,863	$1,038	$73.66	$70.35 - $76.59
Q2 2017	10,919	$998	$68.54	$64.85 - $73.60
Q1 2017	11,002	$966	$69.68	$65.58 - $74.23
Q4 2016	11,980	$1,034	$59.89	$51.67 - $68.65
Q3 2016	12,346	$822	$50.85	$45.82 - $52.95
Q2 2016	15,669	$973	$48.33	$44.15 - $51.23
Q1 2016	5,238	$310	$44.86	$40.33 - $49.26
Q4 2015	5,238	$346	$49.68	$44.66 - $52.67
Q3 2015	5,265	$321	$49.62	$37.93 - $53.49
Q2 2015	3,821	$259	$49.14	$44.89 - $52.55
Q1 2015	3,794	$230	$44.28	$40.58 - $47.07
Q4 2014	3,794	$237	$44.70	$40.31 - $47.17
Q3 2014	4,569	$275	$43.13	$40.56 - $45.64
Q2 2014	4,569	$263	$41.19	$38.82 - $44.74
Q1 2014	4,569	$277	$42.08	$39.47 - $44.77
Q4 2013	4,569	$267	$39.63	$36.35 - $42.36
Q3 2013	4,821	$249	$38.52	$35.95 - $40.89
Q2 2013	3,821	$202	$36.24	$32.83 - $39.86