JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 646,590 Value ($000) $208,344 Avg Close $309.53 Range $290.54 - $330.86

Q2 2025

Shares 754,053 Value ($000) $218,607 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 704,605 Value ($000) $172,840 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 684,934 Value ($000) $164,185 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 694,179 Value ($000) $146,375 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 649,478 Value ($000) $131,363 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 640,857 Value ($000) $128,364 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 636,604 Value ($000) $108,286 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 624,712 Value ($000) $90,596 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 300,000 Value ($000) $90,491 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 8,467 Value ($000) $443 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 584,582 Value ($000) $78,392 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 568,419 Value ($000) $59,400 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 526,297 Value ($000) $59,266 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 484,418 Value ($000) $66,036 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 466,238 Value ($000) $73,829 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 455,838 Value ($000) $74,616 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 433,009 Value ($000) $67,350 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 426,790 Value ($000) $64,970 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 393,331 Value ($000) $49,981 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 377,872 Value ($000) $36,378 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 347,941 Value ($000) $32,727 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 328,171 Value ($000) $29,545 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 301,168 Value ($000) $41,983 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 303,552 Value ($000) $35,725 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 306,914 Value ($000) $34,313 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 241,838 Value ($000) $24,481 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 233,547 Value ($000) $22,799 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 214,164 Value ($000) $24,166 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 204,388 Value ($000) $21,297 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 197,765 Value ($000) $21,748 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 198,760 Value ($000) $21,255 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 195,445 Value ($000) $18,667 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 193,000 Value ($000) $17,640 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 184,765 Value ($000) $16,230 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 194,969 Value ($000) $15,015 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 200,301 Value ($000) $13,338 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 202,053 Value ($000) $12,556 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 214,629 Value ($000) $12,710 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 249,528 Value ($000) $16,476 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 248,228 Value ($000) $15,134 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 251,045 Value ($000) $17,010,823 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 250,999 Value ($000) $15,205,532 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 241,984 Value ($000) $15,143 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 238,942 Value ($000) $14,394 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 226,755 Value ($000) $13,066 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 213,086 Value ($000) $12,936 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 203,446 Value ($000) $11,898 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 198,659 Value ($000) $10,269 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 192,056 Value ($000) $10,139 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	646,590	$208,344	$309.53	$290.54 - $330.86
Q2 2025	754,053	$218,607	$252.67	$200.22 - $289.84
Q1 2025	704,605	$172,840	$250.91	$220.72 - $275.86
Q4 2024	684,934	$164,185	$228.03	$198.89 - $249.04
Q3 2024	694,179	$146,375	$204.96	$185.80 - $219.46
Q2 2024	649,478	$131,363	$189.18	$173.46 - $199.28
Q1 2024	640,857	$128,364	$173.61	$158.11 - $193.16
Q4 2023	636,604	$108,286	$144.89	$129.30 - $163.25
Q3 2023	624,712	$90,596	$142.31	$134.29 - $151.32
Q2 2023	300,000	$90,491	$129.66	$119.02 - $137.67
Q1 2023	8,467	$443	$128.16	$115.18 - $135.05
Q4 2022	584,582	$78,392	$117.65	$94.06 - $128.78
Q3 2022	568,419	$59,400	$105.62	$96.10 - $114.36
Q2 2022	526,297	$59,266	$113.02	$101.22 - $124.46
Q1 2022	484,418	$66,036	$133.66	$115.27 - $153.80
Q4 2021	466,238	$73,829	$147.83	$136.71 - $155.72
Q3 2021	455,838	$74,616	$140.29	$130.40 - $151.51
Q2 2021	433,009	$67,350	$139.74	$130.53 - $148.99
Q1 2021	426,790	$64,970	$127.25	$109.49 - $143.03
Q4 2020	393,331	$49,981	$98.14	$82.75 - $111.83
Q3 2020	377,872	$36,378	$85.44	$79.00 - $92.62
Q2 2020	347,941	$32,727	$81.74	$70.76 - $99.77
Q1 2020	328,171	$29,545	$103.61	$65.60 - $120.06
Q4 2019	301,168	$41,983	$108.67	$93.67 - $118.72
Q3 2019	303,552	$35,725	$95.08	$87.73 - $101.23
Q2 2019	306,914	$34,313	$92.02	$84.61 - $97.81
Q1 2019	241,838	$24,481	$85.34	$78.85 - $89.81
Q4 2018	233,547	$22,799	$87.53	$74.88 - $96.00
Q3 2018	214,164	$24,166	$92.63	$83.41 - $97.31
Q2 2018	204,388	$21,297	$89.02	$83.70 - $93.47
Q1 2018	197,765	$21,748	$91.43	$83.98 - $96.37
Q4 2017	198,760	$21,255	$81.33	$76.25 - $87.14
Q3 2017	195,445	$18,667	$73.66	$70.35 - $76.59
Q2 2017	193,000	$17,640	$68.54	$64.85 - $73.60
Q1 2017	184,765	$16,230	$69.68	$65.58 - $74.23
Q4 2016	194,969	$15,015	$59.89	$51.67 - $68.65
Q3 2016	200,301	$13,338	$50.85	$45.82 - $52.95
Q2 2016	202,053	$12,556	$48.33	$44.15 - $51.23
Q1 2016	214,629	$12,710	$44.86	$40.33 - $49.26
Q4 2015	249,528	$16,476	$49.68	$44.66 - $52.67
Q3 2015	248,228	$15,134	$49.62	$37.93 - $53.49
Q2 2015	251,045	$17,010,823	$49.14	$44.89 - $52.55
Q1 2015	250,999	$15,205,532	$44.28	$40.58 - $47.07
Q4 2014	241,984	$15,143	$44.70	$40.31 - $47.17
Q3 2014	238,942	$14,394	$43.13	$40.56 - $45.64
Q2 2014	226,755	$13,066	$41.19	$38.82 - $44.74
Q1 2014	213,086	$12,936	$42.08	$39.47 - $44.77
Q4 2013	203,446	$11,898	$39.63	$36.35 - $42.36
Q3 2013	198,659	$10,269	$38.52	$35.95 - $40.89
Q2 2013	192,056	$10,139	$36.24	$32.83 - $39.86