JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025

Shares 3,386 Value ($000) $1,091 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,594 Value ($000) $1,134 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,226 Value ($000) $935 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 2,473 Value ($000) $607 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,409 Value ($000) $577 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 2,314 Value ($000) $488 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,004 Value ($000) $203 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,292 Value ($000) $259 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,483 Value ($000) $763 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 14,536 Value ($000) $2,108 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,308 Value ($000) $1,645 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,100 Value ($000) $1,446 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 10,777 Value ($000) $1,445 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,627 Value ($000) $1,111 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,556 Value ($000) $1,189 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,392 Value ($000) $326 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,633 Value ($000) $417 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,356 Value ($000) $386 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,474 Value ($000) $385 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,632 Value ($000) $401 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,632 Value ($000) $334 Avg Close $98.14 Range $82.75 - $111.83

Q4 2019

Shares 3,124 Value ($000) $435 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 3,124 Value ($000) $368 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,425 Value ($000) $383 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 3,378 Value ($000) $342 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 4,741 Value ($000) $463 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 7,867 Value ($000) $888 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 7,972 Value ($000) $831 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 393 Value ($000) $3,573 Avg Close $91.43 Range $83.98 - $96.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,386	$1,091	$309.53	$290.54 - $330.86
Q3 2025	3,594	$1,134	$295.93	$278.95 - $316.47
Q2 2025	3,226	$935	$252.67	$200.22 - $289.84
Q1 2025	2,473	$607	$250.91	$220.72 - $275.86
Q4 2024	2,409	$577	$228.03	$198.89 - $249.04
Q3 2024	2,314	$488	$204.96	$185.80 - $219.46
Q2 2024	1,004	$203	$189.18	$173.46 - $199.28
Q1 2024	1,292	$259	$173.61	$158.11 - $193.16
Q4 2023	4,483	$763	$144.89	$129.30 - $163.25
Q3 2023	14,536	$2,108	$142.31	$134.29 - $151.32
Q2 2023	11,308	$1,645	$129.66	$119.02 - $137.67
Q1 2023	11,100	$1,446	$128.16	$115.18 - $135.05
Q4 2022	10,777	$1,445	$117.65	$94.06 - $128.78
Q3 2022	10,627	$1,111	$105.62	$96.10 - $114.36
Q2 2022	10,556	$1,189	$113.02	$101.22 - $124.46
Q1 2022	2,392	$326	$133.66	$115.27 - $153.80
Q4 2021	2,633	$417	$147.83	$136.71 - $155.72
Q3 2021	2,356	$386	$140.29	$130.40 - $151.51
Q2 2021	2,474	$385	$139.74	$130.53 - $148.99
Q1 2021	2,632	$401	$127.25	$109.49 - $143.03
Q4 2020	2,632	$334	$98.14	$82.75 - $111.83
Q4 2019	3,124	$435	$108.67	$93.67 - $118.72
Q3 2019	3,124	$368	$95.08	$87.73 - $101.23
Q2 2019	3,425	$383	$92.02	$84.61 - $97.81
Q1 2019	3,378	$342	$85.34	$78.85 - $89.81
Q4 2018	4,741	$463	$87.53	$74.88 - $96.00
Q3 2018	7,867	$888	$92.63	$83.41 - $97.31
Q2 2018	7,972	$831	$89.02	$83.70 - $93.47
Q1 2018	393	$3,573	$91.43	$83.98 - $96.37