JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Annex Advisory Services, LLC's Holding History (CIK: 0001542287)

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

Q4 2025
Shares 48,181 Value ($000) $15,525 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 47,079 Value ($000) $14,850 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 53,341 Value ($000) $15,464 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 52,395 Value ($000) $12,852 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 55,141 Value ($000) $13,218 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 51,214 Value ($000) $10,799 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 108,802 Value ($000) $22,006 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 101,443 Value ($000) $20,319 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 98,854 Value ($000) $16,815 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 91,474 Value ($000) $13,266 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 77,835 Value ($000) $11,320 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 74,798 Value ($000) $9,747 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 33,937 Value ($000) $4,551 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 33,270 Value ($000) $3,477 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 33,975 Value ($000) $3,826 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 32,583 Value ($000) $4,442 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 46,043 Value ($000) $7,291 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 43,492 Value ($000) $7,117 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 40,840 Value ($000) $6,350 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 37,995 Value ($000) $5,784 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 38,333 Value ($000) $4,871 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 36,249 Value ($000) $3,490 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 34,778 Value ($000) $3,271 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 31,563 Value ($000) $2,841 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 28,830 Value ($000) $4,019 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 28,203 Value ($000) $3,320 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 27,273 Value ($000) $3,050 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 22,439 Value ($000) $2,272 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 22,596 Value ($000) $2,206 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 20,318 Value ($000) $2,293 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 18,773 Value ($000) $1,956 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 17,791 Value ($000) $1,956 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 16,536 Value ($000) $1,768 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 15,616 Value ($000) $1,491 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 14,206 Value ($000) $1,298 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 12,902 Value ($000) $1,133 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 11,405 Value ($000) $984 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 10,986 Value ($000) $732 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 10,510 Value ($000) $653 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 10,420 Value ($000) $617 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 10,719 Value ($000) $708 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 9,556 Value ($000) $583 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 6,872 Value ($000) $466 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 4,989 Value ($000) $302 Avg Close $44.28 Range $40.58 - $47.07