JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Choate Investment Advisors's Holding History (CIK: 0001399794)

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

Q4 2025

Shares 139,509 Value ($000) $44,952 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 128,783 Value ($000) $40,622 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 127,335 Value ($000) $36,916 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 122,301 Value ($000) $30,000 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 125,712 Value ($000) $30,134 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 112,907 Value ($000) $23,808 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 111,910 Value ($000) $22,632 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 116,510 Value ($000) $23,337 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 125,480 Value ($000) $21,344 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 118,644 Value ($000) $17,206 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 106,890 Value ($000) $15,546 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 97,522 Value ($000) $12,708 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 92,531 Value ($000) $12,408 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 86,895 Value ($000) $9,080 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 87,820 Value ($000) $9,890 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 87,990 Value ($000) $11,995 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 90,443 Value ($000) $14,322 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 92,418 Value ($000) $15,128 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 93,886 Value ($000) $14,603 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 97,375 Value ($000) $14,823 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 97,295 Value ($000) $12,364 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 98,999 Value ($000) $9,531 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 100,430 Value ($000) $9,446 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 100,277 Value ($000) $9,028 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 99,120 Value ($000) $13,817 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 99,250 Value ($000) $11,681 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 100,239 Value ($000) $11,207 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 102,448 Value ($000) $10,371 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 100,464 Value ($000) $9,807 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 104,421 Value ($000) $11,783 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 107,158 Value ($000) $11,166 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 106,585 Value ($000) $11,721,153 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 109,137 Value ($000) $11,671,111 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 110,493 Value ($000) $10,553,186 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 111,608 Value ($000) $10,200,972 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 114,714 Value ($000) $10,076,478 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 116,044 Value ($000) $10,013,437 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 117,130 Value ($000) $7,799,687 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 124,091 Value ($000) $7,711,014 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 125,937 Value ($000) $7,457,989 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 125,999 Value ($000) $7,886,111 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 126,101 Value ($000) $7,688,378 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 121,728 Value ($000) $8,235,183 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 124,965 Value ($000) $7,570,380 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 125,999 Value ($000) $7,885,017 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 132,470 Value ($000) $7,979,993 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 216,423 Value ($000) $12,470,293 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 139,489 Value ($000) $8,468,039 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 140,776 Value ($000) $8,232,581 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 143,671 Value ($000) $7,426,354 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 141,454 Value ($000) $7,467,357 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	139,509	$44,952	$309.53	$290.54 - $330.86
Q3 2025	128,783	$40,622	$295.93	$278.95 - $316.47
Q2 2025	127,335	$36,916	$252.67	$200.22 - $289.84
Q1 2025	122,301	$30,000	$250.91	$220.72 - $275.86
Q4 2024	125,712	$30,134	$228.03	$198.89 - $249.04
Q3 2024	112,907	$23,808	$204.96	$185.80 - $219.46
Q2 2024	111,910	$22,632	$189.18	$173.46 - $199.28
Q1 2024	116,510	$23,337	$173.61	$158.11 - $193.16
Q4 2023	125,480	$21,344	$144.89	$129.30 - $163.25
Q3 2023	118,644	$17,206	$142.31	$134.29 - $151.32
Q2 2023	106,890	$15,546	$129.66	$119.02 - $137.67
Q1 2023	97,522	$12,708	$128.16	$115.18 - $135.05
Q4 2022	92,531	$12,408	$117.65	$94.06 - $128.78
Q3 2022	86,895	$9,080	$105.62	$96.10 - $114.36
Q2 2022	87,820	$9,890	$113.02	$101.22 - $124.46
Q1 2022	87,990	$11,995	$133.66	$115.27 - $153.80
Q4 2021	90,443	$14,322	$147.83	$136.71 - $155.72
Q3 2021	92,418	$15,128	$140.29	$130.40 - $151.51
Q2 2021	93,886	$14,603	$139.74	$130.53 - $148.99
Q1 2021	97,375	$14,823	$127.25	$109.49 - $143.03
Q4 2020	97,295	$12,364	$98.14	$82.75 - $111.83
Q3 2020	98,999	$9,531	$85.44	$79.00 - $92.62
Q2 2020	100,430	$9,446	$81.74	$70.76 - $99.77
Q1 2020	100,277	$9,028	$103.61	$65.60 - $120.06
Q4 2019	99,120	$13,817	$108.67	$93.67 - $118.72
Q3 2019	99,250	$11,681	$95.08	$87.73 - $101.23
Q2 2019	100,239	$11,207	$92.02	$84.61 - $97.81
Q1 2019	102,448	$10,371	$85.34	$78.85 - $89.81
Q4 2018	100,464	$9,807	$87.53	$74.88 - $96.00
Q3 2018	104,421	$11,783	$92.63	$83.41 - $97.31
Q2 2018	107,158	$11,166	$89.02	$83.70 - $93.47
Q1 2018	106,585	$11,721,153	$91.43	$83.98 - $96.37
Q4 2017	109,137	$11,671,111	$81.33	$76.25 - $87.14
Q3 2017	110,493	$10,553,186	$73.66	$70.35 - $76.59
Q2 2017	111,608	$10,200,972	$68.54	$64.85 - $73.60
Q1 2017	114,714	$10,076,478	$69.68	$65.58 - $74.23
Q4 2016	116,044	$10,013,437	$59.89	$51.67 - $68.65
Q3 2016	117,130	$7,799,687	$50.85	$45.82 - $52.95
Q2 2016	124,091	$7,711,014	$48.33	$44.15 - $51.23
Q1 2016	125,937	$7,457,989	$44.86	$40.33 - $49.26
Q4 2015	125,999	$7,886,111	$49.68	$44.66 - $52.67
Q3 2015	126,101	$7,688,378	$49.62	$37.93 - $53.49
Q2 2015	121,728	$8,235,183	$49.14	$44.89 - $52.55
Q1 2015	124,965	$7,570,380	$44.28	$40.58 - $47.07
Q4 2014	125,999	$7,885,017	$44.70	$40.31 - $47.17
Q3 2014	132,470	$7,979,993	$43.13	$40.56 - $45.64
Q2 2014	216,423	$12,470,293	$41.19	$38.82 - $44.74
Q1 2014	139,489	$8,468,039	$42.08	$39.47 - $44.77
Q4 2013	140,776	$8,232,581	$39.63	$36.35 - $42.36
Q3 2013	143,671	$7,426,354	$38.52	$35.95 - $40.89
Q2 2013	141,454	$7,467,357	$36.24	$32.83 - $39.86