JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025

Shares 246,018 Value ($000) $79,272 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 233,593 Value ($000) $73,682 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 231,592 Value ($000) $67,141 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 208,155 Value ($000) $51,061 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 200,437 Value ($000) $48,047 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 190,752 Value ($000) $40,222 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 68,933 Value ($000) $13,942 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,491 Value ($000) $3,063 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 19,282 Value ($000) $3,280 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 4,325 Value ($000) $627 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,112 Value ($000) $598 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 2,973 Value ($000) $387 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,068 Value ($000) $411 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 3,044 Value ($000) $318 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 3,112 Value ($000) $354 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 3,164 Value ($000) $431 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 3,199 Value ($000) $499 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,455 Value ($000) $402 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,600 Value ($000) $404 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,583 Value ($000) $417 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,744 Value ($000) $388 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 2,745 Value ($000) $264 Avg Close $85.44 Range $79.00 - $92.62

Q4 2018

Shares 5,322 Value ($000) $546 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	246,018	$79,272	$309.53	$290.54 - $330.86
Q3 2025	233,593	$73,682	$295.93	$278.95 - $316.47
Q2 2025	231,592	$67,141	$252.67	$200.22 - $289.84
Q1 2025	208,155	$51,061	$250.91	$220.72 - $275.86
Q4 2024	200,437	$48,047	$228.03	$198.89 - $249.04
Q3 2024	190,752	$40,222	$204.96	$185.80 - $219.46
Q2 2024	68,933	$13,942	$189.18	$173.46 - $199.28
Q1 2024	9,491	$3,063	$173.61	$158.11 - $193.16
Q4 2023	19,282	$3,280	$144.89	$129.30 - $163.25
Q3 2023	4,325	$627	$142.31	$134.29 - $151.32
Q2 2023	4,112	$598	$129.66	$119.02 - $137.67
Q1 2023	2,973	$387	$128.16	$115.18 - $135.05
Q4 2022	3,068	$411	$117.65	$94.06 - $128.78
Q3 2022	3,044	$318	$105.62	$96.10 - $114.36
Q2 2022	3,112	$354	$113.02	$101.22 - $124.46
Q1 2022	3,164	$431	$133.66	$115.27 - $153.80
Q4 2021	3,199	$499	$147.83	$136.71 - $155.72
Q3 2021	2,455	$402	$140.29	$130.40 - $151.51
Q2 2021	2,600	$404	$139.74	$130.53 - $148.99
Q1 2021	2,583	$417	$127.25	$109.49 - $143.03
Q4 2020	2,744	$388	$98.14	$82.75 - $111.83
Q3 2020	2,745	$264	$85.44	$79.00 - $92.62
Q4 2018	5,322	$546	$87.53	$74.88 - $96.00