JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Ellevest, Inc.'s Holding History (CIK: 0001644128)

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

Q4 2025

Shares 4,441 Value ($000) $1,431 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,351 Value ($000) $1,372 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,697 Value ($000) $1,072 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,885 Value ($000) $953 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,790 Value ($000) $908 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,194 Value ($000) $884 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,160 Value ($000) $841 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,934 Value ($000) $988 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 3,494 Value ($000) $594 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 2,764 Value ($000) $401 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 2,497 Value ($000) $363 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 1,211 Value ($000) $158 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 1,481 Value ($000) $199 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 1,483 Value ($000) $155 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 1,722 Value ($000) $194 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 1,815 Value ($000) $247 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,114 Value ($000) $335 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,284 Value ($000) $374 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,677 Value ($000) $416 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,179 Value ($000) $788 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,515 Value ($000) $574 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 4,145 Value ($000) $399 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,018 Value ($000) $378 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 2,782 Value ($000) $250 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 2,147 Value ($000) $299 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 1,198 Value ($000) $141 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 1,233 Value ($000) $138 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 293 Value ($000) $30 Avg Close $85.34 Range $78.85 - $89.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,441	$1,431	$309.53	$290.54 - $330.86
Q3 2025	4,351	$1,372	$295.93	$278.95 - $316.47
Q2 2025	3,697	$1,072	$252.67	$200.22 - $289.84
Q1 2025	3,885	$953	$250.91	$220.72 - $275.86
Q4 2024	3,790	$908	$228.03	$198.89 - $249.04
Q3 2024	4,194	$884	$204.96	$185.80 - $219.46
Q2 2024	4,160	$841	$189.18	$173.46 - $199.28
Q1 2024	4,934	$988	$173.61	$158.11 - $193.16
Q4 2023	3,494	$594	$144.89	$129.30 - $163.25
Q3 2023	2,764	$401	$142.31	$134.29 - $151.32
Q2 2023	2,497	$363	$129.66	$119.02 - $137.67
Q1 2023	1,211	$158	$128.16	$115.18 - $135.05
Q4 2022	1,481	$199	$117.65	$94.06 - $128.78
Q3 2022	1,483	$155	$105.62	$96.10 - $114.36
Q2 2022	1,722	$194	$113.02	$101.22 - $124.46
Q1 2022	1,815	$247	$133.66	$115.27 - $153.80
Q4 2021	2,114	$335	$147.83	$136.71 - $155.72
Q3 2021	2,284	$374	$140.29	$130.40 - $151.51
Q2 2021	2,677	$416	$139.74	$130.53 - $148.99
Q1 2021	5,179	$788	$127.25	$109.49 - $143.03
Q4 2020	4,515	$574	$98.14	$82.75 - $111.83
Q3 2020	4,145	$399	$85.44	$79.00 - $92.62
Q2 2020	4,018	$378	$81.74	$70.76 - $99.77
Q1 2020	2,782	$250	$103.61	$65.60 - $120.06
Q4 2019	2,147	$299	$108.67	$93.67 - $118.72
Q3 2019	1,198	$141	$95.08	$87.73 - $101.23
Q2 2019	1,233	$138	$92.02	$84.61 - $97.81
Q1 2019	293	$30	$85.34	$78.85 - $89.81