JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025

Shares 51,232 Value ($000) $16,508 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 49,956 Value ($000) $15,758 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 49,664 Value ($000) $14,398 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 48,314 Value ($000) $11,851 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 47,855 Value ($000) $11,471 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 43,176 Value ($000) $9,104 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 41,671 Value ($000) $8,428 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 39,232 Value ($000) $7,858 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 37,634 Value ($000) $6,402 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 37,126 Value ($000) $5,384 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 26,789 Value ($000) $3,896 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 25,858 Value ($000) $3,370 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 22,350 Value ($000) $2,997 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 21,916 Value ($000) $2,290 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 21,721 Value ($000) $2,446 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 21,345 Value ($000) $2,910 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 20,551 Value ($000) $3,254 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 19,917 Value ($000) $3,260 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 18,986 Value ($000) $2,953 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 18,607 Value ($000) $2,852 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 19,869 Value ($000) $2,525 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 19,469 Value ($000) $1,874 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 19,075 Value ($000) $1,794 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 18,442 Value ($000) $1,660 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 18,251 Value ($000) $2,544 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 16,944 Value ($000) $1,994 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 16,687 Value ($000) $1,866 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 17,385 Value ($000) $1,760 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 17,071 Value ($000) $1,666 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 42,622 Value ($000) $4,809 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 43,497 Value ($000) $4,532 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 43,492 Value ($000) $4,783 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 49,417 Value ($000) $5,285 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 49,561 Value ($000) $4,734 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 42,260 Value ($000) $3,863 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 56,830 Value ($000) $4,944 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 55,622 Value ($000) $4,800 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 46,898 Value ($000) $3,123 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 52,625 Value ($000) $3,270 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 33,862 Value ($000) $2,005 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 49,862 Value ($000) $3,292 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 48,446 Value ($000) $2,954 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 48,196 Value ($000) $3,266 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 38,246 Value ($000) $2,317 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 26,531 Value ($000) $1,660 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 8,801 Value ($000) $530 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 7,651 Value ($000) $441 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 8,816 Value ($000) $535 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 7,551 Value ($000) $442 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 11,222 Value ($000) $580 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 11,272 Value ($000) $595 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	51,232	$16,508	$309.53	$290.54 - $330.86
Q3 2025	49,956	$15,758	$295.93	$278.95 - $316.47
Q2 2025	49,664	$14,398	$252.67	$200.22 - $289.84
Q1 2025	48,314	$11,851	$250.91	$220.72 - $275.86
Q4 2024	47,855	$11,471	$228.03	$198.89 - $249.04
Q3 2024	43,176	$9,104	$204.96	$185.80 - $219.46
Q2 2024	41,671	$8,428	$189.18	$173.46 - $199.28
Q1 2024	39,232	$7,858	$173.61	$158.11 - $193.16
Q4 2023	37,634	$6,402	$144.89	$129.30 - $163.25
Q3 2023	37,126	$5,384	$142.31	$134.29 - $151.32
Q2 2023	26,789	$3,896	$129.66	$119.02 - $137.67
Q1 2023	25,858	$3,370	$128.16	$115.18 - $135.05
Q4 2022	22,350	$2,997	$117.65	$94.06 - $128.78
Q3 2022	21,916	$2,290	$105.62	$96.10 - $114.36
Q2 2022	21,721	$2,446	$113.02	$101.22 - $124.46
Q1 2022	21,345	$2,910	$133.66	$115.27 - $153.80
Q4 2021	20,551	$3,254	$147.83	$136.71 - $155.72
Q3 2021	19,917	$3,260	$140.29	$130.40 - $151.51
Q2 2021	18,986	$2,953	$139.74	$130.53 - $148.99
Q1 2021	18,607	$2,852	$127.25	$109.49 - $143.03
Q4 2020	19,869	$2,525	$98.14	$82.75 - $111.83
Q3 2020	19,469	$1,874	$85.44	$79.00 - $92.62
Q2 2020	19,075	$1,794	$81.74	$70.76 - $99.77
Q1 2020	18,442	$1,660	$103.61	$65.60 - $120.06
Q4 2019	18,251	$2,544	$108.67	$93.67 - $118.72
Q3 2019	16,944	$1,994	$95.08	$87.73 - $101.23
Q2 2019	16,687	$1,866	$92.02	$84.61 - $97.81
Q1 2019	17,385	$1,760	$85.34	$78.85 - $89.81
Q4 2018	17,071	$1,666	$87.53	$74.88 - $96.00
Q3 2018	42,622	$4,809	$92.63	$83.41 - $97.31
Q2 2018	43,497	$4,532	$89.02	$83.70 - $93.47
Q1 2018	43,492	$4,783	$91.43	$83.98 - $96.37
Q4 2017	49,417	$5,285	$81.33	$76.25 - $87.14
Q3 2017	49,561	$4,734	$73.66	$70.35 - $76.59
Q2 2017	42,260	$3,863	$68.54	$64.85 - $73.60
Q1 2017	56,830	$4,944	$69.68	$65.58 - $74.23
Q4 2016	55,622	$4,800	$59.89	$51.67 - $68.65
Q3 2016	46,898	$3,123	$50.85	$45.82 - $52.95
Q2 2016	52,625	$3,270	$48.33	$44.15 - $51.23
Q1 2016	33,862	$2,005	$44.86	$40.33 - $49.26
Q4 2015	49,862	$3,292	$49.68	$44.66 - $52.67
Q3 2015	48,446	$2,954	$49.62	$37.93 - $53.49
Q2 2015	48,196	$3,266	$49.14	$44.89 - $52.55
Q1 2015	38,246	$2,317	$44.28	$40.58 - $47.07
Q4 2014	26,531	$1,660	$44.70	$40.31 - $47.17
Q3 2014	8,801	$530	$43.13	$40.56 - $45.64
Q2 2014	7,651	$441	$41.19	$38.82 - $44.74
Q1 2014	8,816	$535	$42.08	$39.47 - $44.77
Q4 2013	7,551	$442	$39.63	$36.35 - $42.36
Q3 2013	11,222	$580	$38.52	$35.95 - $40.89
Q2 2013	11,272	$595	$36.24	$32.83 - $39.86