JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

TCI Wealth Advisors, Inc.'s Holding History (CIK: 0001583751)

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

Q4 2025

Shares 15,005 Value ($000) $4,835 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 15,412 Value ($000) $4,861 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 15,141 Value ($000) $4,390 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 15,281 Value ($000) $3,748 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 15,943 Value ($000) $3,822 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 16,318 Value ($000) $3,441 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 16,167 Value ($000) $3,270 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 16,245 Value ($000) $3,254 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 16,213 Value ($000) $2,758 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 15,204 Value ($000) $2,205 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 15,309 Value ($000) $2,227 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 15,986 Value ($000) $2,083 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 14,742 Value ($000) $1,977 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 14,798 Value ($000) $1,546 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 14,833 Value ($000) $1,670 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 14,661 Value ($000) $1,999 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 14,814 Value ($000) $2,346 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 15,686 Value ($000) $2,568 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 17,009 Value ($000) $2,646 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 15,114 Value ($000) $2,301 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 16,623 Value ($000) $2,112 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 29,084 Value ($000) $2,800 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 29,188 Value ($000) $2,745 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 29,764 Value ($000) $2,680 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 29,833 Value ($000) $4,159 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 30,226 Value ($000) $3,557 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 30,358 Value ($000) $3,394 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 31,690 Value ($000) $3,208 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 33,416 Value ($000) $3,262 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 33,404 Value ($000) $3,769 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 33,906 Value ($000) $3,533 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 33,667 Value ($000) $3,702 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 34,371 Value ($000) $3,676 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 34,184 Value ($000) $3,265 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 34,070 Value ($000) $3,114 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 33,824 Value ($000) $2,971 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 33,923 Value ($000) $2,927 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 33,292 Value ($000) $2,217 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 33,271 Value ($000) $2,067 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 33,243 Value ($000) $1,969 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 33,341 Value ($000) $2,202 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 32,191 Value ($000) $1,963 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 28,321 Value ($000) $1,919 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 27,494 Value ($000) $1,666 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 28,095 Value ($000) $1,758 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 28,130 Value ($000) $1,695 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 28,027 Value ($000) $1,615 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 28,190 Value ($000) $1,711 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 29,625 Value ($000) $1,732 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 28,390 Value ($000) $1,467 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 28,390 Value ($000) $1,499 Avg Close $36.24 Range $32.83 - $39.86

Q1 2013

Shares 6,234 Value ($000) $296 Avg Close $34.01 Range $31.32 - $36.14

Q4 2012

Shares 8,811 Value ($000) $387 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,005	$4,835	$309.53	$290.54 - $330.86
Q3 2025	15,412	$4,861	$295.93	$278.95 - $316.47
Q2 2025	15,141	$4,390	$252.67	$200.22 - $289.84
Q1 2025	15,281	$3,748	$250.91	$220.72 - $275.86
Q4 2024	15,943	$3,822	$228.03	$198.89 - $249.04
Q3 2024	16,318	$3,441	$204.96	$185.80 - $219.46
Q2 2024	16,167	$3,270	$189.18	$173.46 - $199.28
Q1 2024	16,245	$3,254	$173.61	$158.11 - $193.16
Q4 2023	16,213	$2,758	$144.89	$129.30 - $163.25
Q3 2023	15,204	$2,205	$142.31	$134.29 - $151.32
Q2 2023	15,309	$2,227	$129.66	$119.02 - $137.67
Q1 2023	15,986	$2,083	$128.16	$115.18 - $135.05
Q4 2022	14,742	$1,977	$117.65	$94.06 - $128.78
Q3 2022	14,798	$1,546	$105.62	$96.10 - $114.36
Q2 2022	14,833	$1,670	$113.02	$101.22 - $124.46
Q1 2022	14,661	$1,999	$133.66	$115.27 - $153.80
Q4 2021	14,814	$2,346	$147.83	$136.71 - $155.72
Q3 2021	15,686	$2,568	$140.29	$130.40 - $151.51
Q2 2021	17,009	$2,646	$139.74	$130.53 - $148.99
Q1 2021	15,114	$2,301	$127.25	$109.49 - $143.03
Q4 2020	16,623	$2,112	$98.14	$82.75 - $111.83
Q3 2020	29,084	$2,800	$85.44	$79.00 - $92.62
Q2 2020	29,188	$2,745	$81.74	$70.76 - $99.77
Q1 2020	29,764	$2,680	$103.61	$65.60 - $120.06
Q4 2019	29,833	$4,159	$108.67	$93.67 - $118.72
Q3 2019	30,226	$3,557	$95.08	$87.73 - $101.23
Q2 2019	30,358	$3,394	$92.02	$84.61 - $97.81
Q1 2019	31,690	$3,208	$85.34	$78.85 - $89.81
Q4 2018	33,416	$3,262	$87.53	$74.88 - $96.00
Q3 2018	33,404	$3,769	$92.63	$83.41 - $97.31
Q2 2018	33,906	$3,533	$89.02	$83.70 - $93.47
Q1 2018	33,667	$3,702	$91.43	$83.98 - $96.37
Q4 2017	34,371	$3,676	$81.33	$76.25 - $87.14
Q3 2017	34,184	$3,265	$73.66	$70.35 - $76.59
Q2 2017	34,070	$3,114	$68.54	$64.85 - $73.60
Q1 2017	33,824	$2,971	$69.68	$65.58 - $74.23
Q4 2016	33,923	$2,927	$59.89	$51.67 - $68.65
Q3 2016	33,292	$2,217	$50.85	$45.82 - $52.95
Q2 2016	33,271	$2,067	$48.33	$44.15 - $51.23
Q1 2016	33,243	$1,969	$44.86	$40.33 - $49.26
Q4 2015	33,341	$2,202	$49.68	$44.66 - $52.67
Q3 2015	32,191	$1,963	$49.62	$37.93 - $53.49
Q2 2015	28,321	$1,919	$49.14	$44.89 - $52.55
Q1 2015	27,494	$1,666	$44.28	$40.58 - $47.07
Q4 2014	28,095	$1,758	$44.70	$40.31 - $47.17
Q3 2014	28,130	$1,695	$43.13	$40.56 - $45.64
Q2 2014	28,027	$1,615	$41.19	$38.82 - $44.74
Q1 2014	28,190	$1,711	$42.08	$39.47 - $44.77
Q4 2013	29,625	$1,732	$39.63	$36.35 - $42.36
Q3 2013	28,390	$1,467	$38.52	$35.95 - $40.89
Q2 2013	28,390	$1,499	$36.24	$32.83 - $39.86
Q1 2013	6,234	$296	$34.01	$31.32 - $36.14
Q4 2012	8,811	$387	—	—