JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SIGNATUREFD, LLC's Holding History (CIK: 0001456048)

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

Q4 2025

Shares 82,160 Value ($000) $26,474 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 80,868 Value ($000) $25,508 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 78,785 Value ($000) $22,840 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 76,117 Value ($000) $18,671 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 75,949 Value ($000) $18,206 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 73,867 Value ($000) $15,576 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 74,745 Value ($000) $15,118 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 71,829 Value ($000) $14,387 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 69,801 Value ($000) $11,873 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 63,658 Value ($000) $9,232 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 64,077 Value ($000) $9,319 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 61,156 Value ($000) $7,969 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 58,099 Value ($000) $7,791 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 53,421 Value ($000) $5,583 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 49,757 Value ($000) $5,603 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 50,729 Value ($000) $6,915 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 49,045 Value ($000) $7,766 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 47,045 Value ($000) $7,701 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 44,922 Value ($000) $6,987 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 41,703 Value ($000) $6,348 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 38,819 Value ($000) $4,933 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 39,571 Value ($000) $3,810 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 33,682 Value ($000) $3,168 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 33,939 Value ($000) $3,056 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 34,424 Value ($000) $4,799 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 30,818 Value ($000) $3,627 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 27,444 Value ($000) $3,068 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 26,744 Value ($000) $2,707 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 25,967 Value ($000) $2,535 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 26,386 Value ($000) $2,977 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 22,485 Value ($000) $2,343 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 20,634 Value ($000) $2,269 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 17,977 Value ($000) $1,922 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 16,546 Value ($000) $1,580 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 15,561 Value ($000) $1,422 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 14,975 Value ($000) $1,315 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 14,747 Value ($000) $1,273 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 15,050 Value ($000) $1,002 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 9,902 Value ($000) $615 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 8,614 Value ($000) $510 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 6,309 Value ($000) $417 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 5,383 Value ($000) $328 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 4,899 Value ($000) $332 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 1,047 Value ($000) $63 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 877 Value ($000) $55 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 210 Value ($000) $13 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 210 Value ($000) $12 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 1,775 Value ($000) $108 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 7,010 Value ($000) $410 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 5,180 Value ($000) $268 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 916 Value ($000) $48 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	82,160	$26,474	$309.53	$290.54 - $330.86
Q3 2025	80,868	$25,508	$295.93	$278.95 - $316.47
Q2 2025	78,785	$22,840	$252.67	$200.22 - $289.84
Q1 2025	76,117	$18,671	$250.91	$220.72 - $275.86
Q4 2024	75,949	$18,206	$228.03	$198.89 - $249.04
Q3 2024	73,867	$15,576	$204.96	$185.80 - $219.46
Q2 2024	74,745	$15,118	$189.18	$173.46 - $199.28
Q1 2024	71,829	$14,387	$173.61	$158.11 - $193.16
Q4 2023	69,801	$11,873	$144.89	$129.30 - $163.25
Q3 2023	63,658	$9,232	$142.31	$134.29 - $151.32
Q2 2023	64,077	$9,319	$129.66	$119.02 - $137.67
Q1 2023	61,156	$7,969	$128.16	$115.18 - $135.05
Q4 2022	58,099	$7,791	$117.65	$94.06 - $128.78
Q3 2022	53,421	$5,583	$105.62	$96.10 - $114.36
Q2 2022	49,757	$5,603	$113.02	$101.22 - $124.46
Q1 2022	50,729	$6,915	$133.66	$115.27 - $153.80
Q4 2021	49,045	$7,766	$147.83	$136.71 - $155.72
Q3 2021	47,045	$7,701	$140.29	$130.40 - $151.51
Q2 2021	44,922	$6,987	$139.74	$130.53 - $148.99
Q1 2021	41,703	$6,348	$127.25	$109.49 - $143.03
Q4 2020	38,819	$4,933	$98.14	$82.75 - $111.83
Q3 2020	39,571	$3,810	$85.44	$79.00 - $92.62
Q2 2020	33,682	$3,168	$81.74	$70.76 - $99.77
Q1 2020	33,939	$3,056	$103.61	$65.60 - $120.06
Q4 2019	34,424	$4,799	$108.67	$93.67 - $118.72
Q3 2019	30,818	$3,627	$95.08	$87.73 - $101.23
Q2 2019	27,444	$3,068	$92.02	$84.61 - $97.81
Q1 2019	26,744	$2,707	$85.34	$78.85 - $89.81
Q4 2018	25,967	$2,535	$87.53	$74.88 - $96.00
Q3 2018	26,386	$2,977	$92.63	$83.41 - $97.31
Q2 2018	22,485	$2,343	$89.02	$83.70 - $93.47
Q1 2018	20,634	$2,269	$91.43	$83.98 - $96.37
Q4 2017	17,977	$1,922	$81.33	$76.25 - $87.14
Q3 2017	16,546	$1,580	$73.66	$70.35 - $76.59
Q2 2017	15,561	$1,422	$68.54	$64.85 - $73.60
Q1 2017	14,975	$1,315	$69.68	$65.58 - $74.23
Q4 2016	14,747	$1,273	$59.89	$51.67 - $68.65
Q3 2016	15,050	$1,002	$50.85	$45.82 - $52.95
Q2 2016	9,902	$615	$48.33	$44.15 - $51.23
Q1 2016	8,614	$510	$44.86	$40.33 - $49.26
Q4 2015	6,309	$417	$49.68	$44.66 - $52.67
Q3 2015	5,383	$328	$49.62	$37.93 - $53.49
Q2 2015	4,899	$332	$49.14	$44.89 - $52.55
Q1 2015	1,047	$63	$44.28	$40.58 - $47.07
Q4 2014	877	$55	$44.70	$40.31 - $47.17
Q3 2014	210	$13	$43.13	$40.56 - $45.64
Q2 2014	210	$12	$41.19	$38.82 - $44.74
Q1 2014	1,775	$108	$42.08	$39.47 - $44.77
Q4 2013	7,010	$410	$39.63	$36.35 - $42.36
Q3 2013	5,180	$268	$38.52	$35.95 - $40.89
Q2 2013	916	$48	$36.24	$32.83 - $39.86