JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HEADINVEST, LLC's Holding History (CIK: 0001372130)

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

Q4 2025
Shares 19,159 Value ($000) $6,173 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 18,851 Value ($000) $5,946 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,829 Value ($000) $5,749 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 25,722 Value ($000) $6,310 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 26,217 Value ($000) $6,285 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 26,464 Value ($000) $5,580 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 26,805 Value ($000) $5,422 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 27,851 Value ($000) $5,579 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 29,122 Value ($000) $4,954 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 30,139 Value ($000) $4,333 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 30,145 Value ($000) $4,656 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 30,950 Value ($000) $4,033 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 31,158 Value ($000) $4,178 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 33,471 Value ($000) $3,498 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 34,102 Value ($000) $3,840 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 34,244 Value ($000) $4,668 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 34,698 Value ($000) $5,494 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 34,519 Value ($000) $5,650 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 34,574 Value ($000) $5,377 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 34,575 Value ($000) $5,263 Avg Close $127.25 Range $109.49 - $143.03