JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 10,304 Value ($000) $3,320 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,589 Value ($000) $3,340 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,382 Value ($000) $3,010 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,320 Value ($000) $2,286 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,463 Value ($000) $2,268 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,684 Value ($000) $2,042 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,330 Value ($000) $1,887 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,444 Value ($000) $1,892 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,043 Value ($000) $1,538 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,481 Value ($000) $1,665 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,930 Value ($000) $1,590 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,480 Value ($000) $1,235 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,349 Value ($000) $1,254 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 8,624 Value ($000) $901 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 9,317 Value ($000) $1,049 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 8,420 Value ($000) $1,148 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 7,590 Value ($000) $1,202 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 7,068 Value ($000) $1,157 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 6,976 Value ($000) $1,085 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,227 Value ($000) $1,100 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,981 Value ($000) $887 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 6,945 Value ($000) $1 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 6,846 Value ($000) $644 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 7,001 Value ($000) $630 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 7,007 Value ($000) $977 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 7,033 Value ($000) $828 Avg Close $95.08 Range $87.73 - $101.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,304	$3,320	$309.53	$290.54 - $330.86
Q3 2025	10,589	$3,340	$295.93	$278.95 - $316.47
Q2 2025	10,382	$3,010	$252.67	$200.22 - $289.84
Q1 2025	9,320	$2,286	$250.91	$220.72 - $275.86
Q4 2024	9,463	$2,268	$228.03	$198.89 - $249.04
Q3 2024	9,684	$2,042	$204.96	$185.80 - $219.46
Q2 2024	9,330	$1,887	$189.18	$173.46 - $199.28
Q1 2024	9,444	$1,892	$173.61	$158.11 - $193.16
Q4 2023	9,043	$1,538	$144.89	$129.30 - $163.25
Q3 2023	11,481	$1,665	$142.31	$134.29 - $151.32
Q2 2023	10,930	$1,590	$129.66	$119.02 - $137.67
Q1 2023	9,480	$1,235	$128.16	$115.18 - $135.05
Q4 2022	9,349	$1,254	$117.65	$94.06 - $128.78
Q3 2022	8,624	$901	$105.62	$96.10 - $114.36
Q2 2022	9,317	$1,049	$113.02	$101.22 - $124.46
Q1 2022	8,420	$1,148	$133.66	$115.27 - $153.80
Q4 2021	7,590	$1,202	$147.83	$136.71 - $155.72
Q3 2021	7,068	$1,157	$140.29	$130.40 - $151.51
Q2 2021	6,976	$1,085	$139.74	$130.53 - $148.99
Q1 2021	7,227	$1,100	$127.25	$109.49 - $143.03
Q4 2020	6,981	$887	$98.14	$82.75 - $111.83
Q3 2020	6,945	$1	$85.44	$79.00 - $92.62
Q2 2020	6,846	$644	$81.74	$70.76 - $99.77
Q1 2020	7,001	$630	$103.61	$65.60 - $120.06
Q4 2019	7,007	$977	$108.67	$93.67 - $118.72
Q3 2019	7,033	$828	$95.08	$87.73 - $101.23