JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025

Shares 243,015 Value ($000) $78,304 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 244,691 Value ($000) $77,183 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 250,958 Value ($000) $72,755 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 251,690 Value ($000) $61,739 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 247,066 Value ($000) $59,224 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 242,624 Value ($000) $51,160 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 248,708 Value ($000) $50,304 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 247,190 Value ($000) $49,512 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 246,401 Value ($000) $41,913 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 244,440 Value ($000) $35,449 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 162,302 Value ($000) $23,605 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 214,550 Value ($000) $27,958 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 230,244 Value ($000) $30,876 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 236,664 Value ($000) $24,731 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 238,027 Value ($000) $26,804 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 237,679 Value ($000) $32,400 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 243,026 Value ($000) $38,483 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 244,174 Value ($000) $39,969 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 244,212 Value ($000) $37,985 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 265,367 Value ($000) $40,397 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 271,712 Value ($000) $34,527 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 290,408 Value ($000) $27,958 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 309,645 Value ($000) $29,125 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 310,843 Value ($000) $27,985 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 313,439 Value ($000) $43,693 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 315,810 Value ($000) $37,168 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 317,951 Value ($000) $35,547 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 11,445 Value ($000) $1,159 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 8,989 Value ($000) $878 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 9,484 Value ($000) $1,070 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 9,498 Value ($000) $1,082 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 9,627 Value ($000) $1,059 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 10,286 Value ($000) $1,100 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 7,016 Value ($000) $670 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 6,680 Value ($000) $610 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 7,909 Value ($000) $684 Avg Close $69.68 Range $65.58 - $74.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	243,015	$78,304	$309.53	$290.54 - $330.86
Q3 2025	244,691	$77,183	$295.93	$278.95 - $316.47
Q2 2025	250,958	$72,755	$252.67	$200.22 - $289.84
Q1 2025	251,690	$61,739	$250.91	$220.72 - $275.86
Q4 2024	247,066	$59,224	$228.03	$198.89 - $249.04
Q3 2024	242,624	$51,160	$204.96	$185.80 - $219.46
Q2 2024	248,708	$50,304	$189.18	$173.46 - $199.28
Q1 2024	247,190	$49,512	$173.61	$158.11 - $193.16
Q4 2023	246,401	$41,913	$144.89	$129.30 - $163.25
Q3 2023	244,440	$35,449	$142.31	$134.29 - $151.32
Q2 2023	162,302	$23,605	$129.66	$119.02 - $137.67
Q1 2023	214,550	$27,958	$128.16	$115.18 - $135.05
Q4 2022	230,244	$30,876	$117.65	$94.06 - $128.78
Q3 2022	236,664	$24,731	$105.62	$96.10 - $114.36
Q2 2022	238,027	$26,804	$113.02	$101.22 - $124.46
Q1 2022	237,679	$32,400	$133.66	$115.27 - $153.80
Q4 2021	243,026	$38,483	$147.83	$136.71 - $155.72
Q3 2021	244,174	$39,969	$140.29	$130.40 - $151.51
Q2 2021	244,212	$37,985	$139.74	$130.53 - $148.99
Q1 2021	265,367	$40,397	$127.25	$109.49 - $143.03
Q4 2020	271,712	$34,527	$98.14	$82.75 - $111.83
Q3 2020	290,408	$27,958	$85.44	$79.00 - $92.62
Q2 2020	309,645	$29,125	$81.74	$70.76 - $99.77
Q1 2020	310,843	$27,985	$103.61	$65.60 - $120.06
Q4 2019	313,439	$43,693	$108.67	$93.67 - $118.72
Q3 2019	315,810	$37,168	$95.08	$87.73 - $101.23
Q2 2019	317,951	$35,547	$92.02	$84.61 - $97.81
Q1 2019	11,445	$1,159	$85.34	$78.85 - $89.81
Q4 2018	8,989	$878	$87.53	$74.88 - $96.00
Q3 2018	9,484	$1,070	$92.63	$83.41 - $97.31
Q2 2018	9,498	$1,082	$89.02	$83.70 - $93.47
Q1 2018	9,627	$1,059	$91.43	$83.98 - $96.37
Q4 2017	10,286	$1,100	$81.33	$76.25 - $87.14
Q3 2017	7,016	$670	$73.66	$70.35 - $76.59
Q2 2017	6,680	$610	$68.54	$64.85 - $73.60
Q1 2017	7,909	$684	$69.68	$65.58 - $74.23