JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q4 2025
Shares 52,727 Value ($000) $16,990 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 51,804 Value ($000) $16,341 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 51,753 Value ($000) $15,004 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 51,590 Value ($000) $12,655 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 50,540 Value ($000) $12,115 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 50,089 Value ($000) $10,562 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 49,837 Value ($000) $10,080 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 49,220 Value ($000) $9,859 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 47,796 Value ($000) $8,130 Avg Close $144.89 Range $129.30 - $163.25
Q3 2016
Shares 58,584 Value ($000) $3,900 Avg Close $50.85 Range $45.82 - $52.95
Q1 2016
Shares 58,394 Value ($000) $3,457 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 56,229 Value ($000) $3,712 Avg Close $49.68 Range $44.66 - $52.67