JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Trust Investment Advisors's Holding History (CIK: 0001597690)

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

Q4 2025

Shares 9,622 Value ($000) $3,101 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 9,670 Value ($000) $3,050 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,582 Value ($000) $2,778 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 10,466 Value ($000) $2,567 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,331 Value ($000) $2,476 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,892 Value ($000) $2,086 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 10,498 Value ($000) $2,123 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 10,578 Value ($000) $2,119 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 10,618 Value ($000) $1,806 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,596 Value ($000) $1,537 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,009 Value ($000) $1,601 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 10,808 Value ($000) $1,408 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 11,056 Value ($000) $1,483 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,695 Value ($000) $1,118 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,322 Value ($000) $1,162 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 10,173 Value ($000) $1,387 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 10,044 Value ($000) $1,590 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 9,517 Value ($000) $1,558 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 9,575 Value ($000) $1,489 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,421 Value ($000) $1,434 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,611 Value ($000) $1,221 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,526 Value ($000) $917 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,582 Value ($000) $901 Avg Close $81.74 Range $70.76 - $99.77

Q4 2014

Shares 5,865 Value ($000) $367 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 6,965 Value ($000) $420 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 7,265 Value ($000) $419 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 9,615 Value ($000) $584 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 10,165 Value ($000) $594 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,622	$3,101	$309.53	$290.54 - $330.86
Q3 2025	9,670	$3,050	$295.93	$278.95 - $316.47
Q2 2025	9,582	$2,778	$252.67	$200.22 - $289.84
Q1 2025	10,466	$2,567	$250.91	$220.72 - $275.86
Q4 2024	10,331	$2,476	$228.03	$198.89 - $249.04
Q3 2024	9,892	$2,086	$204.96	$185.80 - $219.46
Q2 2024	10,498	$2,123	$189.18	$173.46 - $199.28
Q1 2024	10,578	$2,119	$173.61	$158.11 - $193.16
Q4 2023	10,618	$1,806	$144.89	$129.30 - $163.25
Q3 2023	10,596	$1,537	$142.31	$134.29 - $151.32
Q2 2023	11,009	$1,601	$129.66	$119.02 - $137.67
Q1 2023	10,808	$1,408	$128.16	$115.18 - $135.05
Q4 2022	11,056	$1,483	$117.65	$94.06 - $128.78
Q3 2022	10,695	$1,118	$105.62	$96.10 - $114.36
Q2 2022	10,322	$1,162	$113.02	$101.22 - $124.46
Q1 2022	10,173	$1,387	$133.66	$115.27 - $153.80
Q4 2021	10,044	$1,590	$147.83	$136.71 - $155.72
Q3 2021	9,517	$1,558	$140.29	$130.40 - $151.51
Q2 2021	9,575	$1,489	$139.74	$130.53 - $148.99
Q1 2021	9,421	$1,434	$127.25	$109.49 - $143.03
Q4 2020	9,611	$1,221	$98.14	$82.75 - $111.83
Q3 2020	9,526	$917	$85.44	$79.00 - $92.62
Q2 2020	9,582	$901	$81.74	$70.76 - $99.77
Q4 2014	5,865	$367	$44.70	$40.31 - $47.17
Q3 2014	6,965	$420	$43.13	$40.56 - $45.64
Q2 2014	7,265	$419	$41.19	$38.82 - $44.74
Q1 2014	9,615	$584	$42.08	$39.47 - $44.77
Q4 2013	10,165	$594	$39.63	$36.35 - $42.36