JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

NOVARE CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001388409)

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

Q4 2025

Shares 79,738 Value ($000) $25,693 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 79,308 Value ($000) $25,016 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 80,362 Value ($000) $23,298 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 79,351 Value ($000) $19,465 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 81,434 Value ($000) $19,520 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 83,124 Value ($000) $17,527 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 84,923 Value ($000) $17,176 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 88,793 Value ($000) $17,785 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 88,871 Value ($000) $15,117 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 85,781 Value ($000) $12,440 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 86,477 Value ($000) $12,577 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 85,802 Value ($000) $11,181 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 87,924 Value ($000) $11,791 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 95,150 Value ($000) $9,943 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 101,955 Value ($000) $11,481 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 102,526 Value ($000) $13,976 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 103,744 Value ($000) $16,428 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 103,871 Value ($000) $17,003 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 103,365 Value ($000) $16,077 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 103,853 Value ($000) $15,810 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 104,237 Value ($000) $13,245 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 104,662 Value ($000) $10,076 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 97,317 Value ($000) $9,154 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 94,519 Value ($000) $8,510 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 91,242 Value ($000) $12,719 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 90,796 Value ($000) $10,686 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 88,420 Value ($000) $9,885 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 89,387 Value ($000) $9,049 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 89,646 Value ($000) $8,751 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 86,929 Value ($000) $9,809 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 81,591 Value ($000) $8,502 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 66,544 Value ($000) $7,318 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 62,681 Value ($000) $6,703 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 63,347 Value ($000) $6,050 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 22,448 Value ($000) $2,052 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 20,625 Value ($000) $1,812 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 20,696 Value ($000) $1,786 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 18,974 Value ($000) $1,264 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 20,074 Value ($000) $1,247 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 22,075 Value ($000) $1,307 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 26,624 Value ($000) $1,758 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 27,988 Value ($000) $1,706 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 25,253 Value ($000) $1,711 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 26,361 Value ($000) $1,597 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 25,594 Value ($000) $1,602 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 23,006 Value ($000) $1,386 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 25,155 Value ($000) $1,449 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 29,725 Value ($000) $1,805 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 31,483 Value ($000) $1,841 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 31,732 Value ($000) $1,640 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 25,639 Value ($000) $1,353 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	79,738	$25,693	$309.53	$290.54 - $330.86
Q3 2025	79,308	$25,016	$295.93	$278.95 - $316.47
Q2 2025	80,362	$23,298	$252.67	$200.22 - $289.84
Q1 2025	79,351	$19,465	$250.91	$220.72 - $275.86
Q4 2024	81,434	$19,520	$228.03	$198.89 - $249.04
Q3 2024	83,124	$17,527	$204.96	$185.80 - $219.46
Q2 2024	84,923	$17,176	$189.18	$173.46 - $199.28
Q1 2024	88,793	$17,785	$173.61	$158.11 - $193.16
Q4 2023	88,871	$15,117	$144.89	$129.30 - $163.25
Q3 2023	85,781	$12,440	$142.31	$134.29 - $151.32
Q2 2023	86,477	$12,577	$129.66	$119.02 - $137.67
Q1 2023	85,802	$11,181	$128.16	$115.18 - $135.05
Q4 2022	87,924	$11,791	$117.65	$94.06 - $128.78
Q3 2022	95,150	$9,943	$105.62	$96.10 - $114.36
Q2 2022	101,955	$11,481	$113.02	$101.22 - $124.46
Q1 2022	102,526	$13,976	$133.66	$115.27 - $153.80
Q4 2021	103,744	$16,428	$147.83	$136.71 - $155.72
Q3 2021	103,871	$17,003	$140.29	$130.40 - $151.51
Q2 2021	103,365	$16,077	$139.74	$130.53 - $148.99
Q1 2021	103,853	$15,810	$127.25	$109.49 - $143.03
Q4 2020	104,237	$13,245	$98.14	$82.75 - $111.83
Q3 2020	104,662	$10,076	$85.44	$79.00 - $92.62
Q2 2020	97,317	$9,154	$81.74	$70.76 - $99.77
Q1 2020	94,519	$8,510	$103.61	$65.60 - $120.06
Q4 2019	91,242	$12,719	$108.67	$93.67 - $118.72
Q3 2019	90,796	$10,686	$95.08	$87.73 - $101.23
Q2 2019	88,420	$9,885	$92.02	$84.61 - $97.81
Q1 2019	89,387	$9,049	$85.34	$78.85 - $89.81
Q4 2018	89,646	$8,751	$87.53	$74.88 - $96.00
Q3 2018	86,929	$9,809	$92.63	$83.41 - $97.31
Q2 2018	81,591	$8,502	$89.02	$83.70 - $93.47
Q1 2018	66,544	$7,318	$91.43	$83.98 - $96.37
Q4 2017	62,681	$6,703	$81.33	$76.25 - $87.14
Q3 2017	63,347	$6,050	$73.66	$70.35 - $76.59
Q2 2017	22,448	$2,052	$68.54	$64.85 - $73.60
Q1 2017	20,625	$1,812	$69.68	$65.58 - $74.23
Q4 2016	20,696	$1,786	$59.89	$51.67 - $68.65
Q3 2016	18,974	$1,264	$50.85	$45.82 - $52.95
Q2 2016	20,074	$1,247	$48.33	$44.15 - $51.23
Q1 2016	22,075	$1,307	$44.86	$40.33 - $49.26
Q4 2015	26,624	$1,758	$49.68	$44.66 - $52.67
Q3 2015	27,988	$1,706	$49.62	$37.93 - $53.49
Q2 2015	25,253	$1,711	$49.14	$44.89 - $52.55
Q1 2015	26,361	$1,597	$44.28	$40.58 - $47.07
Q4 2014	25,594	$1,602	$44.70	$40.31 - $47.17
Q3 2014	23,006	$1,386	$43.13	$40.56 - $45.64
Q2 2014	25,155	$1,449	$41.19	$38.82 - $44.74
Q1 2014	29,725	$1,805	$42.08	$39.47 - $44.77
Q4 2013	31,483	$1,841	$39.63	$36.35 - $42.36
Q3 2013	31,732	$1,640	$38.52	$35.95 - $40.89
Q2 2013	25,639	$1,353	$36.24	$32.83 - $39.86