JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

West Family Investments, Inc.'s Holding History (CIK: 0001568303)

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

Q4 2025

Shares 12,998 Value ($000) $4,188 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 15,288 Value ($000) $4,822 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 15,150 Value ($000) $4,392 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,878 Value ($000) $2,423 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,956 Value ($000) $2,387 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 10,094 Value ($000) $2,128 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,326 Value ($000) $1,886 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,326 Value ($000) $1,868 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,161 Value ($000) $1,558 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 8,995 Value ($000) $1,304 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 8,995 Value ($000) $1,308 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 8,995 Value ($000) $1,172 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 8,995 Value ($000) $1,206 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 8,931 Value ($000) $933 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 9,848 Value ($000) $1,109 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,469 Value ($000) $337 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,592 Value ($000) $1,361 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 9,426 Value ($000) $1,543 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 8,898 Value ($000) $1,384 Avg Close $139.74 Range $130.53 - $148.99

Q2 2019

Shares 4,700 Value ($000) $525 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 4,710 Value ($000) $477 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 4,710 Value ($000) $460 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 4,710 Value ($000) $531 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 7,210 Value ($000) $751 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 7,210 Value ($000) $793 Avg Close $91.43 Range $83.98 - $96.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,998	$4,188	$309.53	$290.54 - $330.86
Q3 2025	15,288	$4,822	$295.93	$278.95 - $316.47
Q2 2025	15,150	$4,392	$252.67	$200.22 - $289.84
Q1 2025	9,878	$2,423	$250.91	$220.72 - $275.86
Q4 2024	9,956	$2,387	$228.03	$198.89 - $249.04
Q3 2024	10,094	$2,128	$204.96	$185.80 - $219.46
Q2 2024	9,326	$1,886	$189.18	$173.46 - $199.28
Q1 2024	9,326	$1,868	$173.61	$158.11 - $193.16
Q4 2023	9,161	$1,558	$144.89	$129.30 - $163.25
Q3 2023	8,995	$1,304	$142.31	$134.29 - $151.32
Q2 2023	8,995	$1,308	$129.66	$119.02 - $137.67
Q1 2023	8,995	$1,172	$128.16	$115.18 - $135.05
Q4 2022	8,995	$1,206	$117.65	$94.06 - $128.78
Q3 2022	8,931	$933	$105.62	$96.10 - $114.36
Q2 2022	9,848	$1,109	$113.02	$101.22 - $124.46
Q1 2022	2,469	$337	$133.66	$115.27 - $153.80
Q4 2021	8,592	$1,361	$147.83	$136.71 - $155.72
Q3 2021	9,426	$1,543	$140.29	$130.40 - $151.51
Q2 2021	8,898	$1,384	$139.74	$130.53 - $148.99
Q2 2019	4,700	$525	$92.02	$84.61 - $97.81
Q1 2019	4,710	$477	$85.34	$78.85 - $89.81
Q4 2018	4,710	$460	$87.53	$74.88 - $96.00
Q3 2018	4,710	$531	$92.63	$83.41 - $97.31
Q2 2018	7,210	$751	$89.02	$83.70 - $93.47
Q1 2018	7,210	$793	$91.43	$83.98 - $96.37