JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025

Shares 4,148 Value ($000) $1,337 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,145 Value ($000) $1,307 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 1,192 Value ($000) $346 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,181 Value ($000) $290 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 901 Value ($000) $216 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 989 Value ($000) $208 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,017 Value ($000) $206 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,039 Value ($000) $208 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 1,166 Value ($000) $198 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 836 Value ($000) $121 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 818 Value ($000) $119 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 771 Value ($000) $101 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 906 Value ($000) $121 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 1,179 Value ($000) $123 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 1,208 Value ($000) $136 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 1,572 Value ($000) $192 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 904 Value ($000) $141 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 980 Value ($000) $165 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 1,565 Value ($000) $243 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,153 Value ($000) $334 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,058 Value ($000) $280 Avg Close $98.14 Range $82.75 - $111.83

Q4 2019

Shares 1,833 Value ($000) $253 Avg Close $108.67 Range $93.67 - $118.72

Q4 2018

Shares 1,119 Value ($000) $115 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 1,111 Value ($000) $125 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 91 Value ($000) $9 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 1,151 Value ($000) $127 Avg Close $91.43 Range $83.98 - $96.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,148	$1,337	$309.53	$290.54 - $330.86
Q3 2025	4,145	$1,307	$295.93	$278.95 - $316.47
Q2 2025	1,192	$346	$252.67	$200.22 - $289.84
Q1 2025	1,181	$290	$250.91	$220.72 - $275.86
Q4 2024	901	$216	$228.03	$198.89 - $249.04
Q3 2024	989	$208	$204.96	$185.80 - $219.46
Q2 2024	1,017	$206	$189.18	$173.46 - $199.28
Q1 2024	1,039	$208	$173.61	$158.11 - $193.16
Q4 2023	1,166	$198	$144.89	$129.30 - $163.25
Q3 2023	836	$121	$142.31	$134.29 - $151.32
Q2 2023	818	$119	$129.66	$119.02 - $137.67
Q1 2023	771	$101	$128.16	$115.18 - $135.05
Q4 2022	906	$121	$117.65	$94.06 - $128.78
Q3 2022	1,179	$123	$105.62	$96.10 - $114.36
Q2 2022	1,208	$136	$113.02	$101.22 - $124.46
Q1 2022	1,572	$192	$133.66	$115.27 - $153.80
Q4 2021	904	$141	$147.83	$136.71 - $155.72
Q3 2021	980	$165	$140.29	$130.40 - $151.51
Q2 2021	1,565	$243	$139.74	$130.53 - $148.99
Q1 2021	2,153	$334	$127.25	$109.49 - $143.03
Q4 2020	2,058	$280	$98.14	$82.75 - $111.83
Q4 2019	1,833	$253	$108.67	$93.67 - $118.72
Q4 2018	1,119	$115	$87.53	$74.88 - $96.00
Q3 2018	1,111	$125	$92.63	$83.41 - $97.31
Q2 2018	91	$9	$89.02	$83.70 - $93.47
Q1 2018	1,151	$127	$91.43	$83.98 - $96.37