JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LMCG INVESTMENTS, LLC's Holding History (CIK: 0001470944)

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

Q4 2025

Shares 149,475 Value ($000) $48,164 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 163,193 Value ($000) $51,476 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 167,501 Value ($000) $48,560 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 174,126 Value ($000) $42,713 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 182,481 Value ($000) $43,742 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 187,693 Value ($000) $39,577 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 192,642 Value ($000) $38,964 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 191,095 Value ($000) $38,276 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 192,998 Value ($000) $32,829 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 194,438 Value ($000) $28,197 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 198,358 Value ($000) $28,849 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 204,828 Value ($000) $26,691 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 206,048 Value ($000) $27,631 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 205,628 Value ($000) $21,488 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 204,180 Value ($000) $22,993 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 203,512 Value ($000) $27,743 Avg Close $133.66 Range $115.27 - $153.80

Q3 2015

Shares 307,195 Value ($000) $18,730 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 300,853 Value ($000) $20,386 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 289,722 Value ($000) $17,551 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 212,112 Value ($000) $13,274 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 212,523 Value ($000) $12,802 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 215,587 Value ($000) $12,422 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 216,404 Value ($000) $13,138 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 213,905 Value ($000) $12,509 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 214,984 Value ($000) $11,112 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 212,901 Value ($000) $11,239 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	149,475	$48,164	$309.53	$290.54 - $330.86
Q3 2025	163,193	$51,476	$295.93	$278.95 - $316.47
Q2 2025	167,501	$48,560	$252.67	$200.22 - $289.84
Q1 2025	174,126	$42,713	$250.91	$220.72 - $275.86
Q4 2024	182,481	$43,742	$228.03	$198.89 - $249.04
Q3 2024	187,693	$39,577	$204.96	$185.80 - $219.46
Q2 2024	192,642	$38,964	$189.18	$173.46 - $199.28
Q1 2024	191,095	$38,276	$173.61	$158.11 - $193.16
Q4 2023	192,998	$32,829	$144.89	$129.30 - $163.25
Q3 2023	194,438	$28,197	$142.31	$134.29 - $151.32
Q2 2023	198,358	$28,849	$129.66	$119.02 - $137.67
Q1 2023	204,828	$26,691	$128.16	$115.18 - $135.05
Q4 2022	206,048	$27,631	$117.65	$94.06 - $128.78
Q3 2022	205,628	$21,488	$105.62	$96.10 - $114.36
Q2 2022	204,180	$22,993	$113.02	$101.22 - $124.46
Q1 2022	203,512	$27,743	$133.66	$115.27 - $153.80
Q3 2015	307,195	$18,730	$49.62	$37.93 - $53.49
Q2 2015	300,853	$20,386	$49.14	$44.89 - $52.55
Q1 2015	289,722	$17,551	$44.28	$40.58 - $47.07
Q4 2014	212,112	$13,274	$44.70	$40.31 - $47.17
Q3 2014	212,523	$12,802	$43.13	$40.56 - $45.64
Q2 2014	215,587	$12,422	$41.19	$38.82 - $44.74
Q1 2014	216,404	$13,138	$42.08	$39.47 - $44.77
Q4 2013	213,905	$12,509	$39.63	$36.35 - $42.36
Q3 2013	214,984	$11,112	$38.52	$35.95 - $40.89
Q2 2013	212,901	$11,239	$36.24	$32.83 - $39.86