JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Convergence Investment Partners, LLC's Holding History (CIK: 0001456133)

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

Q4 2025
Shares 17,473 Value ($000) $5,630 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 15,890 Value ($000) $5,012 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 17,345 Value ($000) $5,028 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 16,084 Value ($000) $3,945 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 17,511 Value ($000) $4,198 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 20,775 Value ($000) $4,381 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 21,552 Value ($000) $4,359 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 23,521 Value ($000) $5 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 22,631 Value ($000) $4 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 22,450 Value ($000) $3 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 20,888 Value ($000) $3 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 21,069 Value ($000) $3 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 20,020 Value ($000) $2,685 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 20,107 Value ($000) $2,101 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 20,153 Value ($000) $2,269 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 20,197 Value ($000) $2,753 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 20,229 Value ($000) $3,203 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 20,920 Value ($000) $3,424 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 27,251 Value ($000) $4,239 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 26,828 Value ($000) $4,084 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 27,294 Value ($000) $3,468 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 36,965 Value ($000) $3,559 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 39,286 Value ($000) $3,695 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 35,832 Value ($000) $3,226 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 29,234 Value ($000) $4,075 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 37,055 Value ($000) $4,361 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 38,676 Value ($000) $4,324 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 71,652 Value ($000) $7,253 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 89,924 Value ($000) $8,778 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 79,784 Value ($000) $9,003 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 102,550 Value ($000) $10,686 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 112,707 Value ($000) $12,394 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 142,664 Value ($000) $15,256 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 137,828 Value ($000) $13,164 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 141,078 Value ($000) $12,895 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 120,632 Value ($000) $10,596 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 144,332 Value ($000) $12,454 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 147,985 Value ($000) $9,854 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 201,267 Value ($000) $12,507 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 257,833 Value ($000) $15,269 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 275,877 Value ($000) $18,216 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 245,406 Value ($000) $14,962 Avg Close $49.62 Range $37.93 - $53.49