JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Birch Hill Investment Advisors LLC's Holding History (CIK: 0001424177)

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

Q4 2025

Shares 96,810 Value ($000) $31,194 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 99,053 Value ($000) $31,244 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 101,427 Value ($000) $29,405 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 102,548 Value ($000) $25,155 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 103,616 Value ($000) $24,838 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 104,965 Value ($000) $22,133 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 107,567 Value ($000) $21,757 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 108,657 Value ($000) $21,764 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 116,480 Value ($000) $19,813 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 120,820 Value ($000) $17,521 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 122,409 Value ($000) $17,803 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 123,624 Value ($000) $16,109 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 125,511 Value ($000) $16,831 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 124,339 Value ($000) $12,993 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 119,376 Value ($000) $13,443 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 119,284 Value ($000) $16,261 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 119,780 Value ($000) $18,967 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 119,795 Value ($000) $19,609 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 119,275 Value ($000) $18,552 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 119,850 Value ($000) $18,245 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 121,420 Value ($000) $15,429 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 120,131 Value ($000) $11,565 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 108,517 Value ($000) $10,207 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 107,792 Value ($000) $9,705 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 108,310 Value ($000) $15,098 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	96,810	$31,194	$309.53	$290.54 - $330.86
Q3 2025	99,053	$31,244	$295.93	$278.95 - $316.47
Q2 2025	101,427	$29,405	$252.67	$200.22 - $289.84
Q1 2025	102,548	$25,155	$250.91	$220.72 - $275.86
Q4 2024	103,616	$24,838	$228.03	$198.89 - $249.04
Q3 2024	104,965	$22,133	$204.96	$185.80 - $219.46
Q2 2024	107,567	$21,757	$189.18	$173.46 - $199.28
Q1 2024	108,657	$21,764	$173.61	$158.11 - $193.16
Q4 2023	116,480	$19,813	$144.89	$129.30 - $163.25
Q3 2023	120,820	$17,521	$142.31	$134.29 - $151.32
Q2 2023	122,409	$17,803	$129.66	$119.02 - $137.67
Q1 2023	123,624	$16,109	$128.16	$115.18 - $135.05
Q4 2022	125,511	$16,831	$117.65	$94.06 - $128.78
Q3 2022	124,339	$12,993	$105.62	$96.10 - $114.36
Q2 2022	119,376	$13,443	$113.02	$101.22 - $124.46
Q1 2022	119,284	$16,261	$133.66	$115.27 - $153.80
Q4 2021	119,780	$18,967	$147.83	$136.71 - $155.72
Q3 2021	119,795	$19,609	$140.29	$130.40 - $151.51
Q2 2021	119,275	$18,552	$139.74	$130.53 - $148.99
Q1 2021	119,850	$18,245	$127.25	$109.49 - $143.03
Q4 2020	121,420	$15,429	$98.14	$82.75 - $111.83
Q3 2020	120,131	$11,565	$85.44	$79.00 - $92.62
Q2 2020	108,517	$10,207	$81.74	$70.76 - $99.77
Q1 2020	107,792	$9,705	$103.61	$65.60 - $120.06
Q4 2019	108,310	$15,098	$108.67	$93.67 - $118.72