JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025

Shares 586,994 Value ($000) $189,141 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 591,010 Value ($000) $186,422 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 600,108 Value ($000) $173,977 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 636,215 Value ($000) $156,064 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 650,873 Value ($000) $156,021 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 656,148 Value ($000) $138,355 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 663,615 Value ($000) $134,223 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 630,397 Value ($000) $126,269 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 625,375 Value ($000) $106,376 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 617,582 Value ($000) $89,562 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 614,118 Value ($000) $89,317 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 605,385 Value ($000) $78,888 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 604,190 Value ($000) $81,022 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 597,351 Value ($000) $62,424 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 597,154 Value ($000) $67,245 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 591,270 Value ($000) $80,602 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 541,916 Value ($000) $85,812 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 532,528 Value ($000) $87,169 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 524,842 Value ($000) $81,634 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 503,381 Value ($000) $76,630 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 481,518 Value ($000) $61,186 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 396,042 Value ($000) $38,126 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 160,691 Value ($000) $15,115 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 148,684 Value ($000) $13,386 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 144,346 Value ($000) $20,122 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 142,976 Value ($000) $16,827 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 142,265 Value ($000) $15,905 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 132,341 Value ($000) $13,397 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 127,199 Value ($000) $12,417 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 127,421 Value ($000) $14,378 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 126,143 Value ($000) $13,144 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 111,374 Value ($000) $12,247 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 113,493 Value ($000) $12,137 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 110,924 Value ($000) $10,594 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 109,814 Value ($000) $10,037 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 96,547 Value ($000) $8,481 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 92,483 Value ($000) $7,980 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 86,244 Value ($000) $5,743 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 87,980 Value ($000) $5,467 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 85,658 Value ($000) $5,073 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 99,877 Value ($000) $6,595 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 95,255 Value ($000) $5,808 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 93,343 Value ($000) $6,321 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 87,756 Value ($000) $5,313 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 93,017 Value ($000) $5,816 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 95,607 Value ($000) $5,755 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 88,976 Value ($000) $5,127 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 85,976 Value ($000) $5,216 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 100,231 Value ($000) $5,858 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 80,417 Value ($000) $4,157 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 84,729 Value ($000) $4,476 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	586,994	$189,141	$309.53	$290.54 - $330.86
Q3 2025	591,010	$186,422	$295.93	$278.95 - $316.47
Q2 2025	600,108	$173,977	$252.67	$200.22 - $289.84
Q1 2025	636,215	$156,064	$250.91	$220.72 - $275.86
Q4 2024	650,873	$156,021	$228.03	$198.89 - $249.04
Q3 2024	656,148	$138,355	$204.96	$185.80 - $219.46
Q2 2024	663,615	$134,223	$189.18	$173.46 - $199.28
Q1 2024	630,397	$126,269	$173.61	$158.11 - $193.16
Q4 2023	625,375	$106,376	$144.89	$129.30 - $163.25
Q3 2023	617,582	$89,562	$142.31	$134.29 - $151.32
Q2 2023	614,118	$89,317	$129.66	$119.02 - $137.67
Q1 2023	605,385	$78,888	$128.16	$115.18 - $135.05
Q4 2022	604,190	$81,022	$117.65	$94.06 - $128.78
Q3 2022	597,351	$62,424	$105.62	$96.10 - $114.36
Q2 2022	597,154	$67,245	$113.02	$101.22 - $124.46
Q1 2022	591,270	$80,602	$133.66	$115.27 - $153.80
Q4 2021	541,916	$85,812	$147.83	$136.71 - $155.72
Q3 2021	532,528	$87,169	$140.29	$130.40 - $151.51
Q2 2021	524,842	$81,634	$139.74	$130.53 - $148.99
Q1 2021	503,381	$76,630	$127.25	$109.49 - $143.03
Q4 2020	481,518	$61,186	$98.14	$82.75 - $111.83
Q3 2020	396,042	$38,126	$85.44	$79.00 - $92.62
Q2 2020	160,691	$15,115	$81.74	$70.76 - $99.77
Q1 2020	148,684	$13,386	$103.61	$65.60 - $120.06
Q4 2019	144,346	$20,122	$108.67	$93.67 - $118.72
Q3 2019	142,976	$16,827	$95.08	$87.73 - $101.23
Q2 2019	142,265	$15,905	$92.02	$84.61 - $97.81
Q1 2019	132,341	$13,397	$85.34	$78.85 - $89.81
Q4 2018	127,199	$12,417	$87.53	$74.88 - $96.00
Q3 2018	127,421	$14,378	$92.63	$83.41 - $97.31
Q2 2018	126,143	$13,144	$89.02	$83.70 - $93.47
Q1 2018	111,374	$12,247	$91.43	$83.98 - $96.37
Q4 2017	113,493	$12,137	$81.33	$76.25 - $87.14
Q3 2017	110,924	$10,594	$73.66	$70.35 - $76.59
Q2 2017	109,814	$10,037	$68.54	$64.85 - $73.60
Q1 2017	96,547	$8,481	$69.68	$65.58 - $74.23
Q4 2016	92,483	$7,980	$59.89	$51.67 - $68.65
Q3 2016	86,244	$5,743	$50.85	$45.82 - $52.95
Q2 2016	87,980	$5,467	$48.33	$44.15 - $51.23
Q1 2016	85,658	$5,073	$44.86	$40.33 - $49.26
Q4 2015	99,877	$6,595	$49.68	$44.66 - $52.67
Q3 2015	95,255	$5,808	$49.62	$37.93 - $53.49
Q2 2015	93,343	$6,321	$49.14	$44.89 - $52.55
Q1 2015	87,756	$5,313	$44.28	$40.58 - $47.07
Q4 2014	93,017	$5,816	$44.70	$40.31 - $47.17
Q3 2014	95,607	$5,755	$43.13	$40.56 - $45.64
Q2 2014	88,976	$5,127	$41.19	$38.82 - $44.74
Q1 2014	85,976	$5,216	$42.08	$39.47 - $44.77
Q4 2013	100,231	$5,858	$39.63	$36.35 - $42.36
Q3 2013	80,417	$4,157	$38.52	$35.95 - $40.89
Q2 2013	84,729	$4,476	$36.24	$32.83 - $39.86