JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 1,244 Value ($000) $401 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,233 Value ($000) $389 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,257 Value ($000) $364 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,075 Value ($000) $264 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,018 Value ($000) $244 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,024 Value ($000) $216 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,024 Value ($000) $207 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,127 Value ($000) $226 Avg Close $173.61 Range $158.11 - $193.16
Q4 2019
Shares 2,095 Value ($000) $292 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,095 Value ($000) $247 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 2,095 Value ($000) $234 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 2,095 Value ($000) $212 Avg Close $85.34 Range $78.85 - $89.81
Q4 2016
Shares 925 Value ($000) $79,818 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 995 Value ($000) $66,267 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 925 Value ($000) $56,666 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 925 Value ($000) $55 Avg Close $44.86 Range $40.33 - $49.26