JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 81,399 Value ($000) $26,228 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 75,686 Value ($000) $23,874 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 68,405 Value ($000) $19,831 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 61,529 Value ($000) $15,093 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 26,843 Value ($000) $6,435 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 22,727 Value ($000) $4,792 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 20,052 Value ($000) $4,056 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 18,225 Value ($000) $3,651 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 18,265 Value ($000) $3,107 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 16,795 Value ($000) $2,436 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 18,216 Value ($000) $2,649 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 15,051 Value ($000) $1,961 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 15,760 Value ($000) $2,113 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 15,637 Value ($000) $1,634 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 17,489 Value ($000) $1,969 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 10,398 Value ($000) $1,417 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 12,805 Value ($000) $2,028 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 9,616 Value ($000) $1,574 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 9,416 Value ($000) $1,465 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 6,972 Value ($000) $1,061 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 5,264 Value ($000) $669 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 36,824 Value ($000) $3,545 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,442 Value ($000) $700 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,943 Value ($000) $715 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 8,540 Value ($000) $1,190 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,097 Value ($000) $835 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 8,063 Value ($000) $901 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 8,391 Value ($000) $849 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 7,269 Value ($000) $710 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 6,398 Value ($000) $722 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 6,141 Value ($000) $640 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 5,875 Value ($000) $646 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 4,652 Value ($000) $497 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 3,621 Value ($000) $346 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 3,485 Value ($000) $319 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 2,789 Value ($000) $245 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 2,737 Value ($000) $236 Avg Close $59.89 Range $51.67 - $68.65