JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Archford Capital Strategies, LLC's Holding History (CIK: 0001606609)

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

Q4 2025

Shares 29,033 Value ($000) $9,355 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 29,136 Value ($000) $9,190 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 30,501 Value ($000) $8,843 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 26,882 Value ($000) $6,594 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 19,914 Value ($000) $4,774 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 19,933 Value ($000) $4,415 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 20,555 Value ($000) $4,157 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 20,789 Value ($000) $4,164 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 20,892 Value ($000) $3,554 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 22,100 Value ($000) $3,205 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 21,130 Value ($000) $3,338 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 20,279 Value ($000) $2,588 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 17,364 Value ($000) $2,329 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 16,785 Value ($000) $1,754 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 16,247 Value ($000) $1,830 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 14,820 Value ($000) $1,976 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 13,434 Value ($000) $2,127 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 12,889 Value ($000) $2,110 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,452 Value ($000) $1,937 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 10,903 Value ($000) $1,659 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 22,922 Value ($000) $3,118 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 22,455 Value ($000) $2,162 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 22,276 Value ($000) $2,095 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 21,040 Value ($000) $1,894 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 23,363 Value ($000) $3,257 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 25,864 Value ($000) $3,044 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 25,675 Value ($000) $2,871 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 23,974 Value ($000) $2,427 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 24,387 Value ($000) $2,381 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 23,567 Value ($000) $2,659 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 17,071 Value ($000) $1,779 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 17,854 Value ($000) $1,909 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 17,802 Value ($000) $1,903 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 17,168 Value ($000) $1,639 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 16,556 Value ($000) $1,514 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 17,177 Value ($000) $1,505 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 15,812 Value ($000) $1,363 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 15,482 Value ($000) $1,030 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 14,361 Value ($000) $892 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 12,979 Value ($000) $768,615 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 12,374 Value ($000) $799 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 4,653 Value ($000) $284 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 4,799 Value ($000) $325 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 5,589 Value ($000) $338,589 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 5,221 Value ($000) $327 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 5,667 Value ($000) $341 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 5,943 Value ($000) $342,479 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 6,470 Value ($000) $392,792 Avg Close $42.08 Range $39.47 - $44.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	29,033	$9,355	$309.53	$290.54 - $330.86
Q3 2025	29,136	$9,190	$295.93	$278.95 - $316.47
Q2 2025	30,501	$8,843	$252.67	$200.22 - $289.84
Q1 2025	26,882	$6,594	$250.91	$220.72 - $275.86
Q4 2024	19,914	$4,774	$228.03	$198.89 - $249.04
Q3 2024	19,933	$4,415	$204.96	$185.80 - $219.46
Q2 2024	20,555	$4,157	$189.18	$173.46 - $199.28
Q1 2024	20,789	$4,164	$173.61	$158.11 - $193.16
Q4 2023	20,892	$3,554	$144.89	$129.30 - $163.25
Q3 2023	22,100	$3,205	$142.31	$134.29 - $151.32
Q2 2023	21,130	$3,338	$129.66	$119.02 - $137.67
Q1 2023	20,279	$2,588	$128.16	$115.18 - $135.05
Q4 2022	17,364	$2,329	$117.65	$94.06 - $128.78
Q3 2022	16,785	$1,754	$105.62	$96.10 - $114.36
Q2 2022	16,247	$1,830	$113.02	$101.22 - $124.46
Q1 2022	14,820	$1,976	$133.66	$115.27 - $153.80
Q4 2021	13,434	$2,127	$147.83	$136.71 - $155.72
Q3 2021	12,889	$2,110	$140.29	$130.40 - $151.51
Q2 2021	12,452	$1,937	$139.74	$130.53 - $148.99
Q1 2021	10,903	$1,659	$127.25	$109.49 - $143.03
Q4 2020	22,922	$3,118	$98.14	$82.75 - $111.83
Q3 2020	22,455	$2,162	$85.44	$79.00 - $92.62
Q2 2020	22,276	$2,095	$81.74	$70.76 - $99.77
Q1 2020	21,040	$1,894	$103.61	$65.60 - $120.06
Q4 2019	23,363	$3,257	$108.67	$93.67 - $118.72
Q3 2019	25,864	$3,044	$95.08	$87.73 - $101.23
Q2 2019	25,675	$2,871	$92.02	$84.61 - $97.81
Q1 2019	23,974	$2,427	$85.34	$78.85 - $89.81
Q4 2018	24,387	$2,381	$87.53	$74.88 - $96.00
Q3 2018	23,567	$2,659	$92.63	$83.41 - $97.31
Q2 2018	17,071	$1,779	$89.02	$83.70 - $93.47
Q1 2018	17,854	$1,909	$91.43	$83.98 - $96.37
Q4 2017	17,802	$1,903	$81.33	$76.25 - $87.14
Q3 2017	17,168	$1,639	$73.66	$70.35 - $76.59
Q2 2017	16,556	$1,514	$68.54	$64.85 - $73.60
Q1 2017	17,177	$1,505	$69.68	$65.58 - $74.23
Q4 2016	15,812	$1,363	$59.89	$51.67 - $68.65
Q3 2016	15,482	$1,030	$50.85	$45.82 - $52.95
Q2 2016	14,361	$892	$48.33	$44.15 - $51.23
Q1 2016	12,979	$768,615	$44.86	$40.33 - $49.26
Q4 2015	12,374	$799	$49.68	$44.66 - $52.67
Q3 2015	4,653	$284	$49.62	$37.93 - $53.49
Q2 2015	4,799	$325	$49.14	$44.89 - $52.55
Q1 2015	5,589	$338,589	$44.28	$40.58 - $47.07
Q4 2014	5,221	$327	$44.70	$40.31 - $47.17
Q3 2014	5,667	$341	$43.13	$40.56 - $45.64
Q2 2014	5,943	$342,479	$41.19	$38.82 - $44.74
Q1 2014	6,470	$392,792	$42.08	$39.47 - $44.77