JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Morningstar Investment Management LLC's Holding History (CIK: 0001673385)

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

Q4 2025
Shares 956 Value ($000) $0 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 63,993 Value ($000) $20 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,799 Value ($000) $1 Avg Close $252.67 Range $200.22 - $289.84
Q4 2024
Shares 2,852 Value ($000) $1 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 9,869 Value ($000) $2 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 15,944 Value ($000) $3 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 18,631 Value ($000) $4 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 17,951 Value ($000) $3 Avg Close $144.89 Range $129.30 - $163.25