JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Smith, Salley & Associates's Holding History (CIK: 0001482012)

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

Q4 2025

Shares 158,354 Value ($000) $51,025 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 169,084 Value ($000) $53,334 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 169,365 Value ($000) $49,101 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 165,454 Value ($000) $40,586 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 188,317 Value ($000) $45,141 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 186,900 Value ($000) $39,410 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 182,267 Value ($000) $36,865 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 174,704 Value ($000) $34,993 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 222,242 Value ($000) $37,803 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 221,128 Value ($000) $32,068 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 214,882 Value ($000) $31,252 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 214,007 Value ($000) $27,887 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 207,886 Value ($000) $27,877 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 207,392 Value ($000) $21,672 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 208,536 Value ($000) $23,484 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 198,175 Value ($000) $27,015 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 196,399 Value ($000) $31,100 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 197,788 Value ($000) $32,376 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 194,678 Value ($000) $30,280 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 192,138 Value ($000) $29,249 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 186,369 Value ($000) $23,682 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 180,466 Value ($000) $17,373 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 179,852 Value ($000) $16,917 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 172,932 Value ($000) $15,569 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 172,561 Value ($000) $24,055 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 172,838 Value ($000) $20,341 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 165,583 Value ($000) $18,512 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 162,615 Value ($000) $16,461 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 155,130 Value ($000) $15,143 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 151,893 Value ($000) $17,140 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 150,722 Value ($000) $15,705 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 146,927 Value ($000) $16,157 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 135,568 Value ($000) $14,497 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 133,527 Value ($000) $12,754 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 130,385 Value ($000) $11,917 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 128,767 Value ($000) $11,311 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 129,887 Value ($000) $11,207 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 125,518 Value ($000) $8,358 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 118,623 Value ($000) $7,371 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 109,321 Value ($000) $6,473 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 103,205 Value ($000) $6,815 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 101,727 Value ($000) $6,202 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 97,162 Value ($000) $6,584 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 92,731 Value ($000) $5,617 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 118,363 Value ($000) $7,407 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 108,332 Value ($000) $6,526 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 96,709 Value ($000) $5,572 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 70,043 Value ($000) $4,252 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 67,711 Value ($000) $3,960 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 67,318 Value ($000) $3,480 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 66,101 Value ($000) $3,490 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	158,354	$51,025	$309.53	$290.54 - $330.86
Q3 2025	169,084	$53,334	$295.93	$278.95 - $316.47
Q2 2025	169,365	$49,101	$252.67	$200.22 - $289.84
Q1 2025	165,454	$40,586	$250.91	$220.72 - $275.86
Q4 2024	188,317	$45,141	$228.03	$198.89 - $249.04
Q3 2024	186,900	$39,410	$204.96	$185.80 - $219.46
Q2 2024	182,267	$36,865	$189.18	$173.46 - $199.28
Q1 2024	174,704	$34,993	$173.61	$158.11 - $193.16
Q4 2023	222,242	$37,803	$144.89	$129.30 - $163.25
Q3 2023	221,128	$32,068	$142.31	$134.29 - $151.32
Q2 2023	214,882	$31,252	$129.66	$119.02 - $137.67
Q1 2023	214,007	$27,887	$128.16	$115.18 - $135.05
Q4 2022	207,886	$27,877	$117.65	$94.06 - $128.78
Q3 2022	207,392	$21,672	$105.62	$96.10 - $114.36
Q2 2022	208,536	$23,484	$113.02	$101.22 - $124.46
Q1 2022	198,175	$27,015	$133.66	$115.27 - $153.80
Q4 2021	196,399	$31,100	$147.83	$136.71 - $155.72
Q3 2021	197,788	$32,376	$140.29	$130.40 - $151.51
Q2 2021	194,678	$30,280	$139.74	$130.53 - $148.99
Q1 2021	192,138	$29,249	$127.25	$109.49 - $143.03
Q4 2020	186,369	$23,682	$98.14	$82.75 - $111.83
Q3 2020	180,466	$17,373	$85.44	$79.00 - $92.62
Q2 2020	179,852	$16,917	$81.74	$70.76 - $99.77
Q1 2020	172,932	$15,569	$103.61	$65.60 - $120.06
Q4 2019	172,561	$24,055	$108.67	$93.67 - $118.72
Q3 2019	172,838	$20,341	$95.08	$87.73 - $101.23
Q2 2019	165,583	$18,512	$92.02	$84.61 - $97.81
Q1 2019	162,615	$16,461	$85.34	$78.85 - $89.81
Q4 2018	155,130	$15,143	$87.53	$74.88 - $96.00
Q3 2018	151,893	$17,140	$92.63	$83.41 - $97.31
Q2 2018	150,722	$15,705	$89.02	$83.70 - $93.47
Q1 2018	146,927	$16,157	$91.43	$83.98 - $96.37
Q4 2017	135,568	$14,497	$81.33	$76.25 - $87.14
Q3 2017	133,527	$12,754	$73.66	$70.35 - $76.59
Q2 2017	130,385	$11,917	$68.54	$64.85 - $73.60
Q1 2017	128,767	$11,311	$69.68	$65.58 - $74.23
Q4 2016	129,887	$11,207	$59.89	$51.67 - $68.65
Q3 2016	125,518	$8,358	$50.85	$45.82 - $52.95
Q2 2016	118,623	$7,371	$48.33	$44.15 - $51.23
Q1 2016	109,321	$6,473	$44.86	$40.33 - $49.26
Q4 2015	103,205	$6,815	$49.68	$44.66 - $52.67
Q3 2015	101,727	$6,202	$49.62	$37.93 - $53.49
Q2 2015	97,162	$6,584	$49.14	$44.89 - $52.55
Q1 2015	92,731	$5,617	$44.28	$40.58 - $47.07
Q4 2014	118,363	$7,407	$44.70	$40.31 - $47.17
Q3 2014	108,332	$6,526	$43.13	$40.56 - $45.64
Q2 2014	96,709	$5,572	$41.19	$38.82 - $44.74
Q1 2014	70,043	$4,252	$42.08	$39.47 - $44.77
Q4 2013	67,711	$3,960	$39.63	$36.35 - $42.36
Q3 2013	67,318	$3,480	$38.52	$35.95 - $40.89
Q2 2013	66,101	$3,490	$36.24	$32.83 - $39.86