JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Alpha Cubed Investments, LLC's Holding History (CIK: 0001580830)

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

Q4 2025

Shares 287,260 Value ($000) $92,561 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 331,476 Value ($000) $104,557 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 337,830 Value ($000) $97,940 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 332,397 Value ($000) $81,537 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 284,661 Value ($000) $68,236 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 243,172 Value ($000) $51,275 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 180,952 Value ($000) $36,599 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 182,458 Value ($000) $36,546 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 208,961 Value ($000) $35,544 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 214,344 Value ($000) $31,084 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 212,271 Value ($000) $30,873 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 206,101 Value ($000) $26,857 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 230,544 Value ($000) $30,916 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 327,131 Value ($000) $34,185 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 340,265 Value ($000) $38,317 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 320,862 Value ($000) $43,740 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 266,955 Value ($000) $42,272 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 258,229 Value ($000) $42,269 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 261,855 Value ($000) $40,729 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 263,937 Value ($000) $40,179 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 253,240 Value ($000) $32,179 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 211,402 Value ($000) $20,352 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 173,089 Value ($000) $16,281 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 182,993 Value ($000) $16,475 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 196,221 Value ($000) $27,353 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 201,369 Value ($000) $23,699 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 189,848 Value ($000) $21,225 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 183,558 Value ($000) $18,582 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 174,498 Value ($000) $17,035 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 191,748 Value ($000) $20,692 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 181,693 Value ($000) $18,932 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 180,161 Value ($000) $19,812 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 174,387 Value ($000) $18,649 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 161,399 Value ($000) $15,415 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 143,611 Value ($000) $13,126 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 77,394 Value ($000) $6,798 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 21,497 Value ($000) $1,855 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 15,505 Value ($000) $1,032 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 11,418 Value ($000) $710 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 74,359 Value ($000) $4,404 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 81,293 Value ($000) $5,368 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 80,565 Value ($000) $5,176 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 82,462 Value ($000) $5,588 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 80,548 Value ($000) $4,880 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 90,344 Value ($000) $5,654 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 91,625 Value ($000) $5,519 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 94,613 Value ($000) $5,452 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 98,533 Value ($000) $5,982 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 113,272 Value ($000) $6,624 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	287,260	$92,561	$309.53	$290.54 - $330.86
Q3 2025	331,476	$104,557	$295.93	$278.95 - $316.47
Q2 2025	337,830	$97,940	$252.67	$200.22 - $289.84
Q1 2025	332,397	$81,537	$250.91	$220.72 - $275.86
Q4 2024	284,661	$68,236	$228.03	$198.89 - $249.04
Q3 2024	243,172	$51,275	$204.96	$185.80 - $219.46
Q2 2024	180,952	$36,599	$189.18	$173.46 - $199.28
Q1 2024	182,458	$36,546	$173.61	$158.11 - $193.16
Q4 2023	208,961	$35,544	$144.89	$129.30 - $163.25
Q3 2023	214,344	$31,084	$142.31	$134.29 - $151.32
Q2 2023	212,271	$30,873	$129.66	$119.02 - $137.67
Q1 2023	206,101	$26,857	$128.16	$115.18 - $135.05
Q4 2022	230,544	$30,916	$117.65	$94.06 - $128.78
Q3 2022	327,131	$34,185	$105.62	$96.10 - $114.36
Q2 2022	340,265	$38,317	$113.02	$101.22 - $124.46
Q1 2022	320,862	$43,740	$133.66	$115.27 - $153.80
Q4 2021	266,955	$42,272	$147.83	$136.71 - $155.72
Q3 2021	258,229	$42,269	$140.29	$130.40 - $151.51
Q2 2021	261,855	$40,729	$139.74	$130.53 - $148.99
Q1 2021	263,937	$40,179	$127.25	$109.49 - $143.03
Q4 2020	253,240	$32,179	$98.14	$82.75 - $111.83
Q3 2020	211,402	$20,352	$85.44	$79.00 - $92.62
Q2 2020	173,089	$16,281	$81.74	$70.76 - $99.77
Q1 2020	182,993	$16,475	$103.61	$65.60 - $120.06
Q4 2019	196,221	$27,353	$108.67	$93.67 - $118.72
Q3 2019	201,369	$23,699	$95.08	$87.73 - $101.23
Q2 2019	189,848	$21,225	$92.02	$84.61 - $97.81
Q1 2019	183,558	$18,582	$85.34	$78.85 - $89.81
Q4 2018	174,498	$17,035	$87.53	$74.88 - $96.00
Q3 2018	191,748	$20,692	$92.63	$83.41 - $97.31
Q2 2018	181,693	$18,932	$89.02	$83.70 - $93.47
Q1 2018	180,161	$19,812	$91.43	$83.98 - $96.37
Q4 2017	174,387	$18,649	$81.33	$76.25 - $87.14
Q3 2017	161,399	$15,415	$73.66	$70.35 - $76.59
Q2 2017	143,611	$13,126	$68.54	$64.85 - $73.60
Q1 2017	77,394	$6,798	$69.68	$65.58 - $74.23
Q4 2016	21,497	$1,855	$59.89	$51.67 - $68.65
Q3 2016	15,505	$1,032	$50.85	$45.82 - $52.95
Q2 2016	11,418	$710	$48.33	$44.15 - $51.23
Q1 2016	74,359	$4,404	$44.86	$40.33 - $49.26
Q4 2015	81,293	$5,368	$49.68	$44.66 - $52.67
Q3 2015	80,565	$5,176	$49.62	$37.93 - $53.49
Q2 2015	82,462	$5,588	$49.14	$44.89 - $52.55
Q1 2015	80,548	$4,880	$44.28	$40.58 - $47.07
Q4 2014	90,344	$5,654	$44.70	$40.31 - $47.17
Q3 2014	91,625	$5,519	$43.13	$40.56 - $45.64
Q2 2014	94,613	$5,452	$41.19	$38.82 - $44.74
Q1 2014	98,533	$5,982	$42.08	$39.47 - $44.77
Q4 2013	113,272	$6,624	$39.63	$36.35 - $42.36