JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Private Advisory Group LLC's Holding History (CIK: 0001632965)

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

Q4 2025

Shares 43,966 Value ($000) $14,167 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 42,778 Value ($000) $13,493 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 44,248 Value ($000) $12,828 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 25,260 Value ($000) $6,196 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 20,893 Value ($000) $5,008 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 19,870 Value ($000) $4,190 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,815 Value ($000) $367 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,038 Value ($000) $208 Avg Close $173.61 Range $158.11 - $193.16

Q4 2022

Shares 68,107 Value ($000) $9,133 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 67,891 Value ($000) $7,095 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 88,944 Value ($000) $10,016 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 93,555 Value ($000) $12,753 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 82,201 Value ($000) $13,017 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 78,404 Value ($000) $12,834 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 78,000 Value ($000) $12,132 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 64,476 Value ($000) $9,815 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 66,099 Value ($000) $8,399 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 65,390 Value ($000) $6,295 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 65,666 Value ($000) $6,177 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,864 Value ($000) $348 Avg Close $103.61 Range $65.60 - $120.06

Q1 2018

Shares 3,633 Value ($000) $400 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 3,469 Value ($000) $371 Avg Close $81.33 Range $76.25 - $87.14

Q1 2017

Shares 3,024 Value ($000) $265 Avg Close $69.68 Range $65.58 - $74.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43,966	$14,167	$309.53	$290.54 - $330.86
Q3 2025	42,778	$13,493	$295.93	$278.95 - $316.47
Q2 2025	44,248	$12,828	$252.67	$200.22 - $289.84
Q1 2025	25,260	$6,196	$250.91	$220.72 - $275.86
Q4 2024	20,893	$5,008	$228.03	$198.89 - $249.04
Q3 2024	19,870	$4,190	$204.96	$185.80 - $219.46
Q2 2024	1,815	$367	$189.18	$173.46 - $199.28
Q1 2024	1,038	$208	$173.61	$158.11 - $193.16
Q4 2022	68,107	$9,133	$117.65	$94.06 - $128.78
Q3 2022	67,891	$7,095	$105.62	$96.10 - $114.36
Q2 2022	88,944	$10,016	$113.02	$101.22 - $124.46
Q1 2022	93,555	$12,753	$133.66	$115.27 - $153.80
Q4 2021	82,201	$13,017	$147.83	$136.71 - $155.72
Q3 2021	78,404	$12,834	$140.29	$130.40 - $151.51
Q2 2021	78,000	$12,132	$139.74	$130.53 - $148.99
Q1 2021	64,476	$9,815	$127.25	$109.49 - $143.03
Q4 2020	66,099	$8,399	$98.14	$82.75 - $111.83
Q3 2020	65,390	$6,295	$85.44	$79.00 - $92.62
Q2 2020	65,666	$6,177	$81.74	$70.76 - $99.77
Q1 2020	3,864	$348	$103.61	$65.60 - $120.06
Q1 2018	3,633	$400	$91.43	$83.98 - $96.37
Q4 2017	3,469	$371	$81.33	$76.25 - $87.14
Q1 2017	3,024	$265	$69.68	$65.58 - $74.23