JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025

Shares 193,446 Value ($000) $62,332 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 188,391 Value ($000) $59,424 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 187,431 Value ($000) $54,338 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 187,422 Value ($000) $45,975 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 173,293 Value ($000) $41,540 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 173,992 Value ($000) $36,688 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 196,475 Value ($000) $39,739 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 203,998 Value ($000) $40,861 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 213,974 Value ($000) $36,397 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 246,294 Value ($000) $35,718 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 240,686 Value ($000) $35,005 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 237,236 Value ($000) $30,914 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 228,484 Value ($000) $30,640 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 266,725 Value ($000) $27,873 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 267,942 Value ($000) $30,173 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 226,847 Value ($000) $30,924 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 228,751 Value ($000) $36,223 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 219,031 Value ($000) $35,853 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 190,284 Value ($000) $29,597 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 177,804 Value ($000) $27,067 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 194,084 Value ($000) $18,684 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 195,891 Value ($000) $18,858 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 179,461 Value ($000) $16,880 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 124,018 Value ($000) $11,165 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 105,951 Value ($000) $14,770 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 108,693 Value ($000) $12,792 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 103,334 Value ($000) $11,553 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 77,046 Value ($000) $7,799 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 84,902 Value ($000) $8,288 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 84,593 Value ($000) $9,545 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 80,433 Value ($000) $8,381 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 77,048 Value ($000) $8,473 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 81,447 Value ($000) $8,710 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 78,502 Value ($000) $7,498 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 75,929 Value ($000) $6,940 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 69,564 Value ($000) $6,111 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 76,993 Value ($000) $6,644 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 73,313 Value ($000) $4,882 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 67,984 Value ($000) $4,225 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 61,115 Value ($000) $3,619 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 1,534 Value ($000) $101 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 1,163 Value ($000) $71 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 1,328 Value ($000) $90 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 849 Value ($000) $51 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 537 Value ($000) $34 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 49,171 Value ($000) $2,962 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 44,343 Value ($000) $2,555 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 34,538 Value ($000) $2,097 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 712 Value ($000) $42 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 1,067 Value ($000) $55 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 23,866 Value ($000) $1,260 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	193,446	$62,332	$309.53	$290.54 - $330.86
Q3 2025	188,391	$59,424	$295.93	$278.95 - $316.47
Q2 2025	187,431	$54,338	$252.67	$200.22 - $289.84
Q1 2025	187,422	$45,975	$250.91	$220.72 - $275.86
Q4 2024	173,293	$41,540	$228.03	$198.89 - $249.04
Q3 2024	173,992	$36,688	$204.96	$185.80 - $219.46
Q2 2024	196,475	$39,739	$189.18	$173.46 - $199.28
Q1 2024	203,998	$40,861	$173.61	$158.11 - $193.16
Q4 2023	213,974	$36,397	$144.89	$129.30 - $163.25
Q3 2023	246,294	$35,718	$142.31	$134.29 - $151.32
Q2 2023	240,686	$35,005	$129.66	$119.02 - $137.67
Q1 2023	237,236	$30,914	$128.16	$115.18 - $135.05
Q4 2022	228,484	$30,640	$117.65	$94.06 - $128.78
Q3 2022	266,725	$27,873	$105.62	$96.10 - $114.36
Q2 2022	267,942	$30,173	$113.02	$101.22 - $124.46
Q1 2022	226,847	$30,924	$133.66	$115.27 - $153.80
Q4 2021	228,751	$36,223	$147.83	$136.71 - $155.72
Q3 2021	219,031	$35,853	$140.29	$130.40 - $151.51
Q2 2021	190,284	$29,597	$139.74	$130.53 - $148.99
Q1 2021	177,804	$27,067	$127.25	$109.49 - $143.03
Q4 2020	194,084	$18,684	$98.14	$82.75 - $111.83
Q3 2020	195,891	$18,858	$85.44	$79.00 - $92.62
Q2 2020	179,461	$16,880	$81.74	$70.76 - $99.77
Q1 2020	124,018	$11,165	$103.61	$65.60 - $120.06
Q4 2019	105,951	$14,770	$108.67	$93.67 - $118.72
Q3 2019	108,693	$12,792	$95.08	$87.73 - $101.23
Q2 2019	103,334	$11,553	$92.02	$84.61 - $97.81
Q1 2019	77,046	$7,799	$85.34	$78.85 - $89.81
Q4 2018	84,902	$8,288	$87.53	$74.88 - $96.00
Q3 2018	84,593	$9,545	$92.63	$83.41 - $97.31
Q2 2018	80,433	$8,381	$89.02	$83.70 - $93.47
Q1 2018	77,048	$8,473	$91.43	$83.98 - $96.37
Q4 2017	81,447	$8,710	$81.33	$76.25 - $87.14
Q3 2017	78,502	$7,498	$73.66	$70.35 - $76.59
Q2 2017	75,929	$6,940	$68.54	$64.85 - $73.60
Q1 2017	69,564	$6,111	$69.68	$65.58 - $74.23
Q4 2016	76,993	$6,644	$59.89	$51.67 - $68.65
Q3 2016	73,313	$4,882	$50.85	$45.82 - $52.95
Q2 2016	67,984	$4,225	$48.33	$44.15 - $51.23
Q1 2016	61,115	$3,619	$44.86	$40.33 - $49.26
Q4 2015	1,534	$101	$49.68	$44.66 - $52.67
Q3 2015	1,163	$71	$49.62	$37.93 - $53.49
Q2 2015	1,328	$90	$49.14	$44.89 - $52.55
Q1 2015	849	$51	$44.28	$40.58 - $47.07
Q4 2014	537	$34	$44.70	$40.31 - $47.17
Q3 2014	49,171	$2,962	$43.13	$40.56 - $45.64
Q2 2014	44,343	$2,555	$41.19	$38.82 - $44.74
Q1 2014	34,538	$2,097	$42.08	$39.47 - $44.77
Q4 2013	712	$42	$39.63	$36.35 - $42.36
Q3 2013	1,067	$55	$38.52	$35.95 - $40.89
Q2 2013	23,866	$1,260	$36.24	$32.83 - $39.86