JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Apriem Advisors's Holding History (CIK: 0001425165)

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

Q4 2025

Shares 44,818 Value ($000) $14,441 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 45,383 Value ($000) $14,315 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 44,774 Value ($000) $12,981 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 50,937 Value ($000) $12,495 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 51,136 Value ($000) $12,258 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 51,269 Value ($000) $10,811 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 52,108 Value ($000) $10,539 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 56,209 Value ($000) $11,259 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 57,035 Value ($000) $9,702 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 56,990 Value ($000) $8,265 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 57,079 Value ($000) $8,302 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 57,526 Value ($000) $7,496 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 57,450 Value ($000) $7,704 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 57,355 Value ($000) $5,994 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 57,355 Value ($000) $6,459 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 59,395 Value ($000) $8,097 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 59,787 Value ($000) $9,467 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 60,859 Value ($000) $9,962 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 61,003 Value ($000) $9,488 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 62,515 Value ($000) $9,517 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 58,620 Value ($000) $7,449 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 68,464 Value ($000) $6,591 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 68,966 Value ($000) $6,487 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 67,459 Value ($000) $6,073 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 71,003 Value ($000) $9,898 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 76,324 Value ($000) $8,983 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 79,771 Value ($000) $8,918 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 78,721 Value ($000) $7,969 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 74,662 Value ($000) $7,288 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 63,721 Value ($000) $7,190 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 63,857 Value ($000) $6,654 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 62,619 Value ($000) $6,886 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 64,753 Value ($000) $6,925 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 65,018 Value ($000) $6,210 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 68,022 Value ($000) $6,217 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 65,472 Value ($000) $5,751 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 66,003 Value ($000) $5,695 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 68,049 Value ($000) $4,531 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 67,507 Value ($000) $4,195 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 66,234 Value ($000) $3,922 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 63,317 Value ($000) $4,181 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 54,741 Value ($000) $3,338 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 3,771 Value ($000) $256 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 3,610 Value ($000) $219 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 3,369 Value ($000) $211 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 3,368 Value ($000) $203 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 3,117 Value ($000) $180 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 3,116 Value ($000) $189 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 3,115 Value ($000) $182 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 3,094 Value ($000) $160 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 2,942 Value ($000) $155 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	44,818	$14,441	$309.53	$290.54 - $330.86
Q3 2025	45,383	$14,315	$295.93	$278.95 - $316.47
Q2 2025	44,774	$12,981	$252.67	$200.22 - $289.84
Q1 2025	50,937	$12,495	$250.91	$220.72 - $275.86
Q4 2024	51,136	$12,258	$228.03	$198.89 - $249.04
Q3 2024	51,269	$10,811	$204.96	$185.80 - $219.46
Q2 2024	52,108	$10,539	$189.18	$173.46 - $199.28
Q1 2024	56,209	$11,259	$173.61	$158.11 - $193.16
Q4 2023	57,035	$9,702	$144.89	$129.30 - $163.25
Q3 2023	56,990	$8,265	$142.31	$134.29 - $151.32
Q2 2023	57,079	$8,302	$129.66	$119.02 - $137.67
Q1 2023	57,526	$7,496	$128.16	$115.18 - $135.05
Q4 2022	57,450	$7,704	$117.65	$94.06 - $128.78
Q3 2022	57,355	$5,994	$105.62	$96.10 - $114.36
Q2 2022	57,355	$6,459	$113.02	$101.22 - $124.46
Q1 2022	59,395	$8,097	$133.66	$115.27 - $153.80
Q4 2021	59,787	$9,467	$147.83	$136.71 - $155.72
Q3 2021	60,859	$9,962	$140.29	$130.40 - $151.51
Q2 2021	61,003	$9,488	$139.74	$130.53 - $148.99
Q1 2021	62,515	$9,517	$127.25	$109.49 - $143.03
Q4 2020	58,620	$7,449	$98.14	$82.75 - $111.83
Q3 2020	68,464	$6,591	$85.44	$79.00 - $92.62
Q2 2020	68,966	$6,487	$81.74	$70.76 - $99.77
Q1 2020	67,459	$6,073	$103.61	$65.60 - $120.06
Q4 2019	71,003	$9,898	$108.67	$93.67 - $118.72
Q3 2019	76,324	$8,983	$95.08	$87.73 - $101.23
Q2 2019	79,771	$8,918	$92.02	$84.61 - $97.81
Q1 2019	78,721	$7,969	$85.34	$78.85 - $89.81
Q4 2018	74,662	$7,288	$87.53	$74.88 - $96.00
Q3 2018	63,721	$7,190	$92.63	$83.41 - $97.31
Q2 2018	63,857	$6,654	$89.02	$83.70 - $93.47
Q1 2018	62,619	$6,886	$91.43	$83.98 - $96.37
Q4 2017	64,753	$6,925	$81.33	$76.25 - $87.14
Q3 2017	65,018	$6,210	$73.66	$70.35 - $76.59
Q2 2017	68,022	$6,217	$68.54	$64.85 - $73.60
Q1 2017	65,472	$5,751	$69.68	$65.58 - $74.23
Q4 2016	66,003	$5,695	$59.89	$51.67 - $68.65
Q3 2016	68,049	$4,531	$50.85	$45.82 - $52.95
Q2 2016	67,507	$4,195	$48.33	$44.15 - $51.23
Q1 2016	66,234	$3,922	$44.86	$40.33 - $49.26
Q4 2015	63,317	$4,181	$49.68	$44.66 - $52.67
Q3 2015	54,741	$3,338	$49.62	$37.93 - $53.49
Q2 2015	3,771	$256	$49.14	$44.89 - $52.55
Q1 2015	3,610	$219	$44.28	$40.58 - $47.07
Q4 2014	3,369	$211	$44.70	$40.31 - $47.17
Q3 2014	3,368	$203	$43.13	$40.56 - $45.64
Q2 2014	3,117	$180	$41.19	$38.82 - $44.74
Q1 2014	3,116	$189	$42.08	$39.47 - $44.77
Q4 2013	3,115	$182	$39.63	$36.35 - $42.36
Q3 2013	3,094	$160	$38.52	$35.95 - $40.89
Q2 2013	2,942	$155	$36.24	$32.83 - $39.86