JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 29,368 Value ($000) $9,464 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 30,955 Value ($000) $9,764 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 37,673 Value ($000) $10,933 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 38,260 Value ($000) $9,395 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 38,881 Value ($000) $9,320 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 39,242 Value ($000) $8,275 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 39,220 Value ($000) $7,933 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 39,913 Value ($000) $7,995 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 42,210 Value ($000) $7,180 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 42,867 Value ($000) $6,217 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 44,214 Value ($000) $6,431 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 43,418 Value ($000) $5,658 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 46,100 Value ($000) $6,182 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 41,703 Value ($000) $4,358 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 57,501 Value ($000) $6,475 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 54,664 Value ($000) $7,452 Avg Close $133.66 Range $115.27 - $153.80
Q3 2021
Shares 51,562 Value ($000) $8,440 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 50,659 Value ($000) $7,879 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 51,802 Value ($000) $7,886 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 50,933 Value ($000) $6,472 Avg Close $98.14 Range $82.75 - $111.83