JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025

Shares 411,240 Value ($000) $132,510 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 412,556 Value ($000) $130,133 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 418,370 Value ($000) $121,289 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 369,564 Value ($000) $90,654 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 384,693 Value ($000) $92,215 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 408,492 Value ($000) $86,135 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 406,636 Value ($000) $82,246 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 435,677 Value ($000) $87,266 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 363,177 Value ($000) $61,776 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 383,912 Value ($000) $55,675 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 386,116 Value ($000) $56,157 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 416,259 Value ($000) $54,243 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 401,831 Value ($000) $53,886 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 395,989 Value ($000) $41,381 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 378,565 Value ($000) $42,630 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 374,385 Value ($000) $51,036 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 364,270 Value ($000) $57,682 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 365,755 Value ($000) $59,870 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 359,329 Value ($000) $55,890 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 354,668 Value ($000) $53,991 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 352,461 Value ($000) $44,787 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 322,654 Value ($000) $31,062 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 329,704 Value ($000) $31,012 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 307,767 Value ($000) $27,709 Avg Close $103.61 Range $65.60 - $120.06

Q1 2017

Shares 89,777 Value ($000) $7,886 Avg Close $69.68 Range $65.58 - $74.23

Q2 2016

Shares 4,453 Value ($000) $276 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 4,236 Value ($000) $251 Avg Close $44.86 Range $40.33 - $49.26

Q2 2013

Shares 4,148 Value ($000) $219 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	411,240	$132,510	$309.53	$290.54 - $330.86
Q3 2025	412,556	$130,133	$295.93	$278.95 - $316.47
Q2 2025	418,370	$121,289	$252.67	$200.22 - $289.84
Q1 2025	369,564	$90,654	$250.91	$220.72 - $275.86
Q4 2024	384,693	$92,215	$228.03	$198.89 - $249.04
Q3 2024	408,492	$86,135	$204.96	$185.80 - $219.46
Q2 2024	406,636	$82,246	$189.18	$173.46 - $199.28
Q1 2024	435,677	$87,266	$173.61	$158.11 - $193.16
Q4 2023	363,177	$61,776	$144.89	$129.30 - $163.25
Q3 2023	383,912	$55,675	$142.31	$134.29 - $151.32
Q2 2023	386,116	$56,157	$129.66	$119.02 - $137.67
Q1 2023	416,259	$54,243	$128.16	$115.18 - $135.05
Q4 2022	401,831	$53,886	$117.65	$94.06 - $128.78
Q3 2022	395,989	$41,381	$105.62	$96.10 - $114.36
Q2 2022	378,565	$42,630	$113.02	$101.22 - $124.46
Q1 2022	374,385	$51,036	$133.66	$115.27 - $153.80
Q4 2021	364,270	$57,682	$147.83	$136.71 - $155.72
Q3 2021	365,755	$59,870	$140.29	$130.40 - $151.51
Q2 2021	359,329	$55,890	$139.74	$130.53 - $148.99
Q1 2021	354,668	$53,991	$127.25	$109.49 - $143.03
Q4 2020	352,461	$44,787	$98.14	$82.75 - $111.83
Q3 2020	322,654	$31,062	$85.44	$79.00 - $92.62
Q2 2020	329,704	$31,012	$81.74	$70.76 - $99.77
Q1 2020	307,767	$27,709	$103.61	$65.60 - $120.06
Q1 2017	89,777	$7,886	$69.68	$65.58 - $74.23
Q2 2016	4,453	$276	$48.33	$44.15 - $51.23
Q1 2016	4,236	$251	$44.86	$40.33 - $49.26
Q2 2013	4,148	$219	$36.24	$32.83 - $39.86