JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

True North Advisors, LLC's Holding History (CIK: 0001634556)

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

Q4 2025

Shares 20,318 Value ($000) $6,547 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 20,159 Value ($000) $6,359 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 17,904 Value ($000) $5,191 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 20,659 Value ($000) $5,068 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 23,003 Value ($000) $5,514 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 6,769 Value ($000) $1,427 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 6,364 Value ($000) $1,287 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 6,332 Value ($000) $1,268 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 6,141 Value ($000) $1,045 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 13,649 Value ($000) $1,979 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 18,027 Value ($000) $2,622 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 14,840 Value ($000) $1,934 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 14,973 Value ($000) $2,008 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 14,274 Value ($000) $1,491 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 17,885 Value ($000) $2,014 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 14,554 Value ($000) $1,984 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 17,703 Value ($000) $2,803 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 15,248 Value ($000) $2,496 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 13,709 Value ($000) $2,132 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 13,607 Value ($000) $2,071 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 13,607 Value ($000) $1,729 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 11,534 Value ($000) $1,110 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 37,359 Value ($000) $3,514 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 28,639 Value ($000) $2,578 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 23,865 Value ($000) $3,326 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,318	$6,547	$309.53	$290.54 - $330.86
Q3 2025	20,159	$6,359	$295.93	$278.95 - $316.47
Q2 2025	17,904	$5,191	$252.67	$200.22 - $289.84
Q1 2025	20,659	$5,068	$250.91	$220.72 - $275.86
Q4 2024	23,003	$5,514	$228.03	$198.89 - $249.04
Q3 2024	6,769	$1,427	$204.96	$185.80 - $219.46
Q2 2024	6,364	$1,287	$189.18	$173.46 - $199.28
Q1 2024	6,332	$1,268	$173.61	$158.11 - $193.16
Q4 2023	6,141	$1,045	$144.89	$129.30 - $163.25
Q3 2023	13,649	$1,979	$142.31	$134.29 - $151.32
Q2 2023	18,027	$2,622	$129.66	$119.02 - $137.67
Q1 2023	14,840	$1,934	$128.16	$115.18 - $135.05
Q4 2022	14,973	$2,008	$117.65	$94.06 - $128.78
Q3 2022	14,274	$1,491	$105.62	$96.10 - $114.36
Q2 2022	17,885	$2,014	$113.02	$101.22 - $124.46
Q1 2022	14,554	$1,984	$133.66	$115.27 - $153.80
Q4 2021	17,703	$2,803	$147.83	$136.71 - $155.72
Q3 2021	15,248	$2,496	$140.29	$130.40 - $151.51
Q2 2021	13,709	$2,132	$139.74	$130.53 - $148.99
Q1 2021	13,607	$2,071	$127.25	$109.49 - $143.03
Q4 2020	13,607	$1,729	$98.14	$82.75 - $111.83
Q3 2020	11,534	$1,110	$85.44	$79.00 - $92.62
Q2 2020	37,359	$3,514	$81.74	$70.76 - $99.77
Q1 2020	28,639	$2,578	$103.61	$65.60 - $120.06
Q4 2019	23,865	$3,326	$108.67	$93.67 - $118.72