JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Cornerstone Investment Partners, LLC's Holding History (CIK: 0001328062)

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

Q4 2025

Shares 149,854 Value ($000) $48,286 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 149,147 Value ($000) $47,045 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 148,250 Value ($000) $42,979 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 147,967 Value ($000) $36,296 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 180,669 Value ($000) $43,308 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 181,333 Value ($000) $38,236 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 249,219 Value ($000) $50,407 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 294,275 Value ($000) $58,943 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 320,548 Value ($000) $54,525 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 405,935 Value ($000) $58,869 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 499,416 Value ($000) $72,635 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 506,390 Value ($000) $65,988 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 536,848 Value ($000) $71,991 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 544,670 Value ($000) $56,918 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 545,795 Value ($000) $61,462 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 544,308 Value ($000) $74,200 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 449,436 Value ($000) $71,168 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 473,979 Value ($000) $77,586 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 487,885 Value ($000) $75,886 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 493,857 Value ($000) $75,180 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 501,247 Value ($000) $63,693 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 520,209 Value ($000) $50,081 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 484,231 Value ($000) $45,547 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 621,407 Value ($000) $55,945 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 631,869 Value ($000) $88,083 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 804,985 Value ($000) $94,739 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 824,540 Value ($000) $92,184 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 826,622 Value ($000) $83,679 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 839,050 Value ($000) $81,908 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 861,662 Value ($000) $97,230 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 860,509 Value ($000) $89,665 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 835,539 Value ($000) $91,884 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 829,536 Value ($000) $88,711 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 879,332 Value ($000) $83,985 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 889,420 Value ($000) $81,293 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 888,609 Value ($000) $78,055 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 743,534 Value ($000) $64,160 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 764,341 Value ($000) $50,897 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 1,878,712 Value ($000) $116,743 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 2,484,996 Value ($000) $147,161 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 2,619,195 Value ($000) $172,945 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 2,982,575 Value ($000) $181,848 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 3,200,181 Value ($000) $216,844 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 3,998,135 Value ($000) $242,207 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 5,576,527 Value ($000) $348,979 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 5,977,526 Value ($000) $360,086 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 5,632,391 Value ($000) $324,538 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 4,646,236 Value ($000) $282,073 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 4,569,434 Value ($000) $267,221 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 4,546,143 Value ($000) $234,990 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 3,929,668 Value ($000) $207,447 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	149,854	$48,286	$309.53	$290.54 - $330.86
Q3 2025	149,147	$47,045	$295.93	$278.95 - $316.47
Q2 2025	148,250	$42,979	$252.67	$200.22 - $289.84
Q1 2025	147,967	$36,296	$250.91	$220.72 - $275.86
Q4 2024	180,669	$43,308	$228.03	$198.89 - $249.04
Q3 2024	181,333	$38,236	$204.96	$185.80 - $219.46
Q2 2024	249,219	$50,407	$189.18	$173.46 - $199.28
Q1 2024	294,275	$58,943	$173.61	$158.11 - $193.16
Q4 2023	320,548	$54,525	$144.89	$129.30 - $163.25
Q3 2023	405,935	$58,869	$142.31	$134.29 - $151.32
Q2 2023	499,416	$72,635	$129.66	$119.02 - $137.67
Q1 2023	506,390	$65,988	$128.16	$115.18 - $135.05
Q4 2022	536,848	$71,991	$117.65	$94.06 - $128.78
Q3 2022	544,670	$56,918	$105.62	$96.10 - $114.36
Q2 2022	545,795	$61,462	$113.02	$101.22 - $124.46
Q1 2022	544,308	$74,200	$133.66	$115.27 - $153.80
Q4 2021	449,436	$71,168	$147.83	$136.71 - $155.72
Q3 2021	473,979	$77,586	$140.29	$130.40 - $151.51
Q2 2021	487,885	$75,886	$139.74	$130.53 - $148.99
Q1 2021	493,857	$75,180	$127.25	$109.49 - $143.03
Q4 2020	501,247	$63,693	$98.14	$82.75 - $111.83
Q3 2020	520,209	$50,081	$85.44	$79.00 - $92.62
Q2 2020	484,231	$45,547	$81.74	$70.76 - $99.77
Q1 2020	621,407	$55,945	$103.61	$65.60 - $120.06
Q4 2019	631,869	$88,083	$108.67	$93.67 - $118.72
Q3 2019	804,985	$94,739	$95.08	$87.73 - $101.23
Q2 2019	824,540	$92,184	$92.02	$84.61 - $97.81
Q1 2019	826,622	$83,679	$85.34	$78.85 - $89.81
Q4 2018	839,050	$81,908	$87.53	$74.88 - $96.00
Q3 2018	861,662	$97,230	$92.63	$83.41 - $97.31
Q2 2018	860,509	$89,665	$89.02	$83.70 - $93.47
Q1 2018	835,539	$91,884	$91.43	$83.98 - $96.37
Q4 2017	829,536	$88,711	$81.33	$76.25 - $87.14
Q3 2017	879,332	$83,985	$73.66	$70.35 - $76.59
Q2 2017	889,420	$81,293	$68.54	$64.85 - $73.60
Q1 2017	888,609	$78,055	$69.68	$65.58 - $74.23
Q4 2016	743,534	$64,160	$59.89	$51.67 - $68.65
Q3 2016	764,341	$50,897	$50.85	$45.82 - $52.95
Q2 2016	1,878,712	$116,743	$48.33	$44.15 - $51.23
Q1 2016	2,484,996	$147,161	$44.86	$40.33 - $49.26
Q4 2015	2,619,195	$172,945	$49.68	$44.66 - $52.67
Q3 2015	2,982,575	$181,848	$49.62	$37.93 - $53.49
Q2 2015	3,200,181	$216,844	$49.14	$44.89 - $52.55
Q1 2015	3,998,135	$242,207	$44.28	$40.58 - $47.07
Q4 2014	5,576,527	$348,979	$44.70	$40.31 - $47.17
Q3 2014	5,977,526	$360,086	$43.13	$40.56 - $45.64
Q2 2014	5,632,391	$324,538	$41.19	$38.82 - $44.74
Q1 2014	4,646,236	$282,073	$42.08	$39.47 - $44.77
Q4 2013	4,569,434	$267,221	$39.63	$36.35 - $42.36
Q3 2013	4,546,143	$234,990	$38.52	$35.95 - $40.89
Q2 2013	3,929,668	$207,447	$36.24	$32.83 - $39.86