JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025

Shares 20,661 Value ($000) $6,658 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 23,129 Value ($000) $7,296 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 22,796 Value ($000) $6,609 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 23,488 Value ($000) $5,762 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 47,832 Value ($000) $11,466 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 46,109 Value ($000) $9,723 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 44,779 Value ($000) $9,057 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 44,460 Value ($000) $8,905 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 42,229 Value ($000) $7,183 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 42,022 Value ($000) $6,094 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 40,720 Value ($000) $5,922 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 42,480 Value ($000) $5,536 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 42,328 Value ($000) $4 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 42,328 Value ($000) $4,423 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 40,406 Value ($000) $4,550 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 39,092 Value ($000) $5,329 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 38,421 Value ($000) $6,083 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 37,825 Value ($000) $6,191 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 52,716 Value ($000) $8,199 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 31,867 Value ($000) $4,851 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 31,806 Value ($000) $4,041 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 33,023 Value ($000) $3,179 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 31,190 Value ($000) $2,933 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 30,289 Value ($000) $2,726 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 31,731 Value ($000) $4,423 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 30,478 Value ($000) $3,586 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 18,405 Value ($000) $2,057 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 19,659 Value ($000) $1,990 Avg Close $85.34 Range $78.85 - $89.81

Q4 2014

Shares 11,464 Value ($000) $717 Avg Close $44.70 Range $40.31 - $47.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,661	$6,658	$309.53	$290.54 - $330.86
Q3 2025	23,129	$7,296	$295.93	$278.95 - $316.47
Q2 2025	22,796	$6,609	$252.67	$200.22 - $289.84
Q1 2025	23,488	$5,762	$250.91	$220.72 - $275.86
Q4 2024	47,832	$11,466	$228.03	$198.89 - $249.04
Q3 2024	46,109	$9,723	$204.96	$185.80 - $219.46
Q2 2024	44,779	$9,057	$189.18	$173.46 - $199.28
Q1 2024	44,460	$8,905	$173.61	$158.11 - $193.16
Q4 2023	42,229	$7,183	$144.89	$129.30 - $163.25
Q3 2023	42,022	$6,094	$142.31	$134.29 - $151.32
Q2 2023	40,720	$5,922	$129.66	$119.02 - $137.67
Q1 2023	42,480	$5,536	$128.16	$115.18 - $135.05
Q4 2022	42,328	$4	$117.65	$94.06 - $128.78
Q3 2022	42,328	$4,423	$105.62	$96.10 - $114.36
Q2 2022	40,406	$4,550	$113.02	$101.22 - $124.46
Q1 2022	39,092	$5,329	$133.66	$115.27 - $153.80
Q4 2021	38,421	$6,083	$147.83	$136.71 - $155.72
Q3 2021	37,825	$6,191	$140.29	$130.40 - $151.51
Q2 2021	52,716	$8,199	$139.74	$130.53 - $148.99
Q1 2021	31,867	$4,851	$127.25	$109.49 - $143.03
Q4 2020	31,806	$4,041	$98.14	$82.75 - $111.83
Q3 2020	33,023	$3,179	$85.44	$79.00 - $92.62
Q2 2020	31,190	$2,933	$81.74	$70.76 - $99.77
Q1 2020	30,289	$2,726	$103.61	$65.60 - $120.06
Q4 2019	31,731	$4,423	$108.67	$93.67 - $118.72
Q3 2019	30,478	$3,586	$95.08	$87.73 - $101.23
Q2 2019	18,405	$2,057	$92.02	$84.61 - $97.81
Q1 2019	19,659	$1,990	$85.34	$78.85 - $89.81
Q4 2014	11,464	$717	$44.70	$40.31 - $47.17