JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Financial Engines Advisors L.L.C.'s Holding History (CIK: 0001420473)

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

Q4 2025

Shares 22,351 Value ($000) $7,202 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 22,964 Value ($000) $7,244 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,633 Value ($000) $5,692 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 16,500 Value ($000) $4,048 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 16,549 Value ($000) $3,967 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,332 Value ($000) $1,757 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 8,302 Value ($000) $1,679 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 8,279 Value ($000) $1,658 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 5,460 Value ($000) $929 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 5,838 Value ($000) $847 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 2,872 Value ($000) $418 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 2,550 Value ($000) $332 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,083 Value ($000) $816 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 3,529 Value ($000) $368 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 3,094 Value ($000) $348 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,881 Value ($000) $393 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,365 Value ($000) $374 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,010 Value ($000) $656 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 5,095 Value ($000) $793 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,796 Value ($000) $882 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,143 Value ($000) $781 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,270 Value ($000) $507 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 2,645 Value ($000) $249 Avg Close $81.74 Range $70.76 - $99.77

Q1 2017

Shares 35 Value ($000) $3 Avg Close $69.68 Range $65.58 - $74.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,351	$7,202	$309.53	$290.54 - $330.86
Q3 2025	22,964	$7,244	$295.93	$278.95 - $316.47
Q2 2025	19,633	$5,692	$252.67	$200.22 - $289.84
Q1 2025	16,500	$4,048	$250.91	$220.72 - $275.86
Q4 2024	16,549	$3,967	$228.03	$198.89 - $249.04
Q3 2024	8,332	$1,757	$204.96	$185.80 - $219.46
Q2 2024	8,302	$1,679	$189.18	$173.46 - $199.28
Q1 2024	8,279	$1,658	$173.61	$158.11 - $193.16
Q4 2023	5,460	$929	$144.89	$129.30 - $163.25
Q3 2023	5,838	$847	$142.31	$134.29 - $151.32
Q2 2023	2,872	$418	$129.66	$119.02 - $137.67
Q1 2023	2,550	$332	$128.16	$115.18 - $135.05
Q4 2022	6,083	$816	$117.65	$94.06 - $128.78
Q3 2022	3,529	$368	$105.62	$96.10 - $114.36
Q2 2022	3,094	$348	$113.02	$101.22 - $124.46
Q1 2022	2,881	$393	$133.66	$115.27 - $153.80
Q4 2021	2,365	$374	$147.83	$136.71 - $155.72
Q3 2021	4,010	$656	$140.29	$130.40 - $151.51
Q2 2021	5,095	$793	$139.74	$130.53 - $148.99
Q1 2021	5,796	$882	$127.25	$109.49 - $143.03
Q4 2020	6,143	$781	$98.14	$82.75 - $111.83
Q3 2020	5,270	$507	$85.44	$79.00 - $92.62
Q2 2020	2,645	$249	$81.74	$70.76 - $99.77
Q1 2017	35	$3	$69.68	$65.58 - $74.23