JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Capital Investment Advisors, LLC's Holding History (CIK: 0001582732)

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

Q4 2025

Shares 233,323 Value ($000) $75,181 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 231,368 Value ($000) $72,980 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 229,308 Value ($000) $66,479 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 224,088 Value ($000) $54,969 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 218,268 Value ($000) $52,321 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 217,861 Value ($000) $45,938 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 216,013 Value ($000) $43,691 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 213,266 Value ($000) $42,717 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 208,341 Value ($000) $35,439 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 206,048 Value ($000) $29,881 Avg Close $142.31 Range $134.29 - $151.32

Q1 2023

Shares 200,021 Value ($000) $26,065 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 198,800 Value ($000) $27 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 193,676 Value ($000) $20,239 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 181,527 Value ($000) $20,442 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 170,342 Value ($000) $23,221 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 157,624 Value ($000) $24,960 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 149,964 Value ($000) $24,548 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 142,522 Value ($000) $22,168 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 135,921 Value ($000) $20,691 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 130,339 Value ($000) $16,562 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 126,716 Value ($000) $12,199 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 105,715 Value ($000) $9,944 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 94,349 Value ($000) $8,494 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 93,336 Value ($000) $13,011 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 92,811 Value ($000) $10,923 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 82,929 Value ($000) $9,271 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 71,058 Value ($000) $7,193 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 70,886 Value ($000) $6,920 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 69,223 Value ($000) $7,811 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 69,311 Value ($000) $7,222 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 66,694 Value ($000) $7,334 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 66,628 Value ($000) $7,125 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 66,569 Value ($000) $6,358 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 71,927 Value ($000) $6,574 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 70,990 Value ($000) $6,236 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 71,545 Value ($000) $6,174 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 70,734 Value ($000) $4,710 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 68,183 Value ($000) $4,237 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 66,143 Value ($000) $3,917 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 60,356 Value ($000) $3,985 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 55,685 Value ($000) $3,395 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 55,756 Value ($000) $3,778 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 54,405 Value ($000) $3,296 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 54,114 Value ($000) $3,386 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 53,672 Value ($000) $3,233 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 54,250 Value ($000) $3,126 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 52,809 Value ($000) $3,206,047 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 52,447 Value ($000) $3,067 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	233,323	$75,181	$309.53	$290.54 - $330.86
Q3 2025	231,368	$72,980	$295.93	$278.95 - $316.47
Q2 2025	229,308	$66,479	$252.67	$200.22 - $289.84
Q1 2025	224,088	$54,969	$250.91	$220.72 - $275.86
Q4 2024	218,268	$52,321	$228.03	$198.89 - $249.04
Q3 2024	217,861	$45,938	$204.96	$185.80 - $219.46
Q2 2024	216,013	$43,691	$189.18	$173.46 - $199.28
Q1 2024	213,266	$42,717	$173.61	$158.11 - $193.16
Q4 2023	208,341	$35,439	$144.89	$129.30 - $163.25
Q3 2023	206,048	$29,881	$142.31	$134.29 - $151.32
Q1 2023	200,021	$26,065	$128.16	$115.18 - $135.05
Q4 2022	198,800	$27	$117.65	$94.06 - $128.78
Q3 2022	193,676	$20,239	$105.62	$96.10 - $114.36
Q2 2022	181,527	$20,442	$113.02	$101.22 - $124.46
Q1 2022	170,342	$23,221	$133.66	$115.27 - $153.80
Q4 2021	157,624	$24,960	$147.83	$136.71 - $155.72
Q3 2021	149,964	$24,548	$140.29	$130.40 - $151.51
Q2 2021	142,522	$22,168	$139.74	$130.53 - $148.99
Q1 2021	135,921	$20,691	$127.25	$109.49 - $143.03
Q4 2020	130,339	$16,562	$98.14	$82.75 - $111.83
Q3 2020	126,716	$12,199	$85.44	$79.00 - $92.62
Q2 2020	105,715	$9,944	$81.74	$70.76 - $99.77
Q1 2020	94,349	$8,494	$103.61	$65.60 - $120.06
Q4 2019	93,336	$13,011	$108.67	$93.67 - $118.72
Q3 2019	92,811	$10,923	$95.08	$87.73 - $101.23
Q2 2019	82,929	$9,271	$92.02	$84.61 - $97.81
Q1 2019	71,058	$7,193	$85.34	$78.85 - $89.81
Q4 2018	70,886	$6,920	$87.53	$74.88 - $96.00
Q3 2018	69,223	$7,811	$92.63	$83.41 - $97.31
Q2 2018	69,311	$7,222	$89.02	$83.70 - $93.47
Q1 2018	66,694	$7,334	$91.43	$83.98 - $96.37
Q4 2017	66,628	$7,125	$81.33	$76.25 - $87.14
Q3 2017	66,569	$6,358	$73.66	$70.35 - $76.59
Q2 2017	71,927	$6,574	$68.54	$64.85 - $73.60
Q1 2017	70,990	$6,236	$69.68	$65.58 - $74.23
Q4 2016	71,545	$6,174	$59.89	$51.67 - $68.65
Q3 2016	70,734	$4,710	$50.85	$45.82 - $52.95
Q2 2016	68,183	$4,237	$48.33	$44.15 - $51.23
Q1 2016	66,143	$3,917	$44.86	$40.33 - $49.26
Q4 2015	60,356	$3,985	$49.68	$44.66 - $52.67
Q3 2015	55,685	$3,395	$49.62	$37.93 - $53.49
Q2 2015	55,756	$3,778	$49.14	$44.89 - $52.55
Q1 2015	54,405	$3,296	$44.28	$40.58 - $47.07
Q4 2014	54,114	$3,386	$44.70	$40.31 - $47.17
Q3 2014	53,672	$3,233	$43.13	$40.56 - $45.64
Q2 2014	54,250	$3,126	$41.19	$38.82 - $44.74
Q1 2014	52,809	$3,206,047	$42.08	$39.47 - $44.77
Q4 2013	52,447	$3,067	$39.63	$36.35 - $42.36