JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Edgestream Partners, L.P.'s Holding History (CIK: 0001535061)

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

Q4 2025

Shares 24,562 Value ($000) $7,914 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 7,264 Value ($000) $2,291 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 58,583 Value ($000) $16,984 Avg Close $252.67 Range $200.22 - $289.84

Q4 2024

Shares 37,567 Value ($000) $9,005 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,661 Value ($000) $2,037 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 5,938 Value ($000) $1,201 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 24,701 Value ($000) $4,948 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 29,788 Value ($000) $5,067 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,524 Value ($000) $1,381 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 2,746 Value ($000) $399 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,688 Value ($000) $1,784 Avg Close $128.16 Range $115.18 - $135.05

Q3 2022

Shares 15,744 Value ($000) $1,645 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 34,951 Value ($000) $3,936 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 50,045 Value ($000) $6,822 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 83,838 Value ($000) $13,276 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 29,502 Value ($000) $4,829 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 67,838 Value ($000) $10,552 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 11,346 Value ($000) $1,727 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 17,961 Value ($000) $2,282 Avg Close $98.14 Range $82.75 - $111.83

Q2 2020

Shares 23,308 Value ($000) $2,192 Avg Close $81.74 Range $70.76 - $99.77

Q4 2019

Shares 10,700 Value ($000) $1,492 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 19,723 Value ($000) $2,321 Avg Close $95.08 Range $87.73 - $101.23

Q3 2018

Shares 14,234 Value ($000) $1,606 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 8,531 Value ($000) $889 Avg Close $89.02 Range $83.70 - $93.47

Q4 2017

Shares 2,516 Value ($000) $269 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 4,525 Value ($000) $432 Avg Close $73.66 Range $70.35 - $76.59

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24,562	$7,914	$309.53	$290.54 - $330.86
Q3 2025	7,264	$2,291	$295.93	$278.95 - $316.47
Q2 2025	58,583	$16,984	$252.67	$200.22 - $289.84
Q4 2024	37,567	$9,005	$228.03	$198.89 - $249.04
Q3 2024	9,661	$2,037	$204.96	$185.80 - $219.46
Q2 2024	5,938	$1,201	$189.18	$173.46 - $199.28
Q1 2024	24,701	$4,948	$173.61	$158.11 - $193.16
Q4 2023	29,788	$5,067	$144.89	$129.30 - $163.25
Q3 2023	9,524	$1,381	$142.31	$134.29 - $151.32
Q2 2023	2,746	$399	$129.66	$119.02 - $137.67
Q1 2023	13,688	$1,784	$128.16	$115.18 - $135.05
Q3 2022	15,744	$1,645	$105.62	$96.10 - $114.36
Q2 2022	34,951	$3,936	$113.02	$101.22 - $124.46
Q1 2022	50,045	$6,822	$133.66	$115.27 - $153.80
Q4 2021	83,838	$13,276	$147.83	$136.71 - $155.72
Q3 2021	29,502	$4,829	$140.29	$130.40 - $151.51
Q2 2021	67,838	$10,552	$139.74	$130.53 - $148.99
Q1 2021	11,346	$1,727	$127.25	$109.49 - $143.03
Q4 2020	17,961	$2,282	$98.14	$82.75 - $111.83
Q2 2020	23,308	$2,192	$81.74	$70.76 - $99.77
Q4 2019	10,700	$1,492	$108.67	$93.67 - $118.72
Q3 2019	19,723	$2,321	$95.08	$87.73 - $101.23
Q3 2018	14,234	$1,606	$92.63	$83.41 - $97.31
Q2 2018	8,531	$889	$89.02	$83.70 - $93.47
Q4 2017	2,516	$269	$81.33	$76.25 - $87.14
Q3 2017	4,525	$432	$73.66	$70.35 - $76.59