JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Roundview Capital LLC's Holding History (CIK: 0001476804)

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

Q4 2025

Shares 62,039 Value ($000) $19,990 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 62,445 Value ($000) $19,697 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 62,496 Value ($000) $18,118 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 62,476 Value ($000) $15,325 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 62,410 Value ($000) $14,960 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 61,171 Value ($000) $12,899 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 59,414 Value ($000) $12,017 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 59,552 Value ($000) $11,928 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 55,006 Value ($000) $9,356 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 50,890 Value ($000) $7,380 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 51,353 Value ($000) $7,469 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 49,724 Value ($000) $6,480 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 48,582 Value ($000) $6,515 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 50,532 Value ($000) $5,281 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 50,191 Value ($000) $5,652 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 50,799 Value ($000) $6,925 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 50,649 Value ($000) $8,020 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 49,535 Value ($000) $8,108 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 49,307 Value ($000) $7,669 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 48,206 Value ($000) $7,338 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 47,570 Value ($000) $6,045 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 46,362 Value ($000) $4,463 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 47,050 Value ($000) $4,426 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 51,904 Value ($000) $4,673 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 49,773 Value ($000) $6,938 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 47,077 Value ($000) $5,540 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 46,501 Value ($000) $5,198 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 43,872 Value ($000) $4,441 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 43,720 Value ($000) $4,268 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 44,700 Value ($000) $5,044 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 43,851 Value ($000) $4,569 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 35,725 Value ($000) $3,929 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 39,349 Value ($000) $4,208 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 36,120 Value ($000) $3,450 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 58,974 Value ($000) $5,390 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 56,100 Value ($000) $4,928 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 51,192 Value ($000) $4,417 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 51,192 Value ($000) $3,409 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 51,232 Value ($000) $3,184 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 51,182 Value ($000) $3,031 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 45,932 Value ($000) $3,033 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 45,762 Value ($000) $2,790 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 31,727 Value ($000) $2,150 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 31,432 Value ($000) $1,904 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 33,197 Value ($000) $2,077 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 32,057 Value ($000) $1,931 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 32,057 Value ($000) $1,847 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 28,367 Value ($000) $1,722 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 28,367 Value ($000) $1,659 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 28,739 Value ($000) $1,486 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 27,434 Value ($000) $1,448 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	62,039	$19,990	$309.53	$290.54 - $330.86
Q3 2025	62,445	$19,697	$295.93	$278.95 - $316.47
Q2 2025	62,496	$18,118	$252.67	$200.22 - $289.84
Q1 2025	62,476	$15,325	$250.91	$220.72 - $275.86
Q4 2024	62,410	$14,960	$228.03	$198.89 - $249.04
Q3 2024	61,171	$12,899	$204.96	$185.80 - $219.46
Q2 2024	59,414	$12,017	$189.18	$173.46 - $199.28
Q1 2024	59,552	$11,928	$173.61	$158.11 - $193.16
Q4 2023	55,006	$9,356	$144.89	$129.30 - $163.25
Q3 2023	50,890	$7,380	$142.31	$134.29 - $151.32
Q2 2023	51,353	$7,469	$129.66	$119.02 - $137.67
Q1 2023	49,724	$6,480	$128.16	$115.18 - $135.05
Q4 2022	48,582	$6,515	$117.65	$94.06 - $128.78
Q3 2022	50,532	$5,281	$105.62	$96.10 - $114.36
Q2 2022	50,191	$5,652	$113.02	$101.22 - $124.46
Q1 2022	50,799	$6,925	$133.66	$115.27 - $153.80
Q4 2021	50,649	$8,020	$147.83	$136.71 - $155.72
Q3 2021	49,535	$8,108	$140.29	$130.40 - $151.51
Q2 2021	49,307	$7,669	$139.74	$130.53 - $148.99
Q1 2021	48,206	$7,338	$127.25	$109.49 - $143.03
Q4 2020	47,570	$6,045	$98.14	$82.75 - $111.83
Q3 2020	46,362	$4,463	$85.44	$79.00 - $92.62
Q2 2020	47,050	$4,426	$81.74	$70.76 - $99.77
Q1 2020	51,904	$4,673	$103.61	$65.60 - $120.06
Q4 2019	49,773	$6,938	$108.67	$93.67 - $118.72
Q3 2019	47,077	$5,540	$95.08	$87.73 - $101.23
Q2 2019	46,501	$5,198	$92.02	$84.61 - $97.81
Q1 2019	43,872	$4,441	$85.34	$78.85 - $89.81
Q4 2018	43,720	$4,268	$87.53	$74.88 - $96.00
Q3 2018	44,700	$5,044	$92.63	$83.41 - $97.31
Q2 2018	43,851	$4,569	$89.02	$83.70 - $93.47
Q1 2018	35,725	$3,929	$91.43	$83.98 - $96.37
Q4 2017	39,349	$4,208	$81.33	$76.25 - $87.14
Q3 2017	36,120	$3,450	$73.66	$70.35 - $76.59
Q2 2017	58,974	$5,390	$68.54	$64.85 - $73.60
Q1 2017	56,100	$4,928	$69.68	$65.58 - $74.23
Q4 2016	51,192	$4,417	$59.89	$51.67 - $68.65
Q3 2016	51,192	$3,409	$50.85	$45.82 - $52.95
Q2 2016	51,232	$3,184	$48.33	$44.15 - $51.23
Q1 2016	51,182	$3,031	$44.86	$40.33 - $49.26
Q4 2015	45,932	$3,033	$49.68	$44.66 - $52.67
Q3 2015	45,762	$2,790	$49.62	$37.93 - $53.49
Q2 2015	31,727	$2,150	$49.14	$44.89 - $52.55
Q1 2015	31,432	$1,904	$44.28	$40.58 - $47.07
Q4 2014	33,197	$2,077	$44.70	$40.31 - $47.17
Q3 2014	32,057	$1,931	$43.13	$40.56 - $45.64
Q2 2014	32,057	$1,847	$41.19	$38.82 - $44.74
Q1 2014	28,367	$1,722	$42.08	$39.47 - $44.77
Q4 2013	28,367	$1,659	$39.63	$36.35 - $42.36
Q3 2013	28,739	$1,486	$38.52	$35.95 - $40.89
Q2 2013	27,434	$1,448	$36.24	$32.83 - $39.86