JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

DONALDSON CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001487438)

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

Q4 2025
Shares 345,590 Value ($000) $111,356 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 343,510 Value ($000) $108,353 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 345,465 Value ($000) $100,154 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 344,604 Value ($000) $84,531 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 342,024 Value ($000) $81,987 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 339,481 Value ($000) $71,583 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 335,986 Value ($000) $67,956 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 343,502 Value ($000) $68,803 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 341,773 Value ($000) $58,136 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 344,759 Value ($000) $49,997 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 415,343 Value ($000) $60,408 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 406,247 Value ($000) $52,938 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 320,625 Value ($000) $42,996 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 317,882 Value ($000) $33,219 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 313,386 Value ($000) $35,290 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 307,568 Value ($000) $41,928 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 305,115 Value ($000) $48,315 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 299,292 Value ($000) $48,991 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 373,329 Value ($000) $58,068 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 357,014 Value ($000) $54,348 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 333,743 Value ($000) $42,409 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 326,823 Value ($000) $31,463 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 330,265 Value ($000) $31,065 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 294,771 Value ($000) $26,538 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 288,142 Value ($000) $40,167 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 284,683 Value ($000) $33,504 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 288,948 Value ($000) $32,304 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 281,490 Value ($000) $28,495 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 334,914 Value ($000) $32,694 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 334,579 Value ($000) $37,754 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 331,400 Value ($000) $34,532 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 330,586 Value ($000) $36,355 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 7,525 Value ($000) $805 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 329,055 Value ($000) $31,428 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 320,297 Value ($000) $29,275 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 321,944 Value ($000) $28,280 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 311,497 Value ($000) $26,879 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 288,090 Value ($000) $19,184 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 287,057 Value ($000) $17,838 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 317,591 Value ($000) $18,808 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 339,849 Value ($000) $22,440 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 340,670 Value ($000) $20,771 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 341,382 Value ($000) $23,132 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 326,378 Value ($000) $19,772 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 308,135 Value ($000) $19,283 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 298,312 Value ($000) $17,970 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 284,401 Value ($000) $16,387 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 271,080 Value ($000) $16,457 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 250,439 Value ($000) $14,646 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 231,944 Value ($000) $11,989 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 208,770 Value ($000) $11,021 Avg Close $36.24 Range $32.83 - $39.86
Q1 2013
Shares 5,605 Value ($000) $266 Avg Close $34.01 Range $31.32 - $36.14
Q4 2012
Shares 6,436 Value ($000) $283 Avg Close — Range —
Q1 2012
Shares 4,751 Value ($000) $218 Avg Close — Range —
Q1 2011
Shares 5,799 Value ($000) $267 Avg Close — Range —
Q4 2010
Shares 5,734 Value ($000) $243 Avg Close — Range —
Q3 2010
Shares 8,434 Value ($000) $321 Avg Close — Range —
Q2 2010
Shares 10,884 Value ($000) $398 Avg Close — Range —
Q1 2010
Shares 10,656 Value ($000) $477 Avg Close — Range —