JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ACCESS FINANCIAL SERVICES, INC.'s Holding History (CIK: 0001699622)

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

Q4 2025

Shares 6,477 Value ($000) $2,087 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,548 Value ($000) $2,065 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,624 Value ($000) $1,920 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,624 Value ($000) $1,625 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 7,354 Value ($000) $1,763 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 7,459 Value ($000) $1,573 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 7,243 Value ($000) $1,465 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 8,256 Value ($000) $1,654 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 8,256 Value ($000) $1,404 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,201 Value ($000) $1,334 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 9,201 Value ($000) $1,338 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,241 Value ($000) $1,204 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 11,149 Value ($000) $1,495 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,224 Value ($000) $1,382 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,627 Value ($000) $1,422 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 13,628 Value ($000) $1,858 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 14,508 Value ($000) $2,297 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 14,365 Value ($000) $2,351 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,847 Value ($000) $1,998 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 17,365 Value ($000) $2,643 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 15,473 Value ($000) $1,966 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 16,493 Value ($000) $1,588 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 16,376 Value ($000) $1,540 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 16,666 Value ($000) $1,500 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 18,953 Value ($000) $2,642 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 19,098 Value ($000) $2,248 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 19,008 Value ($000) $2,125 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 16,898 Value ($000) $1,711 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 5,053 Value ($000) $493 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,477	$2,087	$309.53	$290.54 - $330.86
Q3 2025	6,548	$2,065	$295.93	$278.95 - $316.47
Q2 2025	6,624	$1,920	$252.67	$200.22 - $289.84
Q1 2025	6,624	$1,625	$250.91	$220.72 - $275.86
Q4 2024	7,354	$1,763	$228.03	$198.89 - $249.04
Q3 2024	7,459	$1,573	$204.96	$185.80 - $219.46
Q2 2024	7,243	$1,465	$189.18	$173.46 - $199.28
Q1 2024	8,256	$1,654	$173.61	$158.11 - $193.16
Q4 2023	8,256	$1,404	$144.89	$129.30 - $163.25
Q3 2023	9,201	$1,334	$142.31	$134.29 - $151.32
Q2 2023	9,201	$1,338	$129.66	$119.02 - $137.67
Q1 2023	9,241	$1,204	$128.16	$115.18 - $135.05
Q4 2022	11,149	$1,495	$117.65	$94.06 - $128.78
Q3 2022	13,224	$1,382	$105.62	$96.10 - $114.36
Q2 2022	12,627	$1,422	$113.02	$101.22 - $124.46
Q1 2022	13,628	$1,858	$133.66	$115.27 - $153.80
Q4 2021	14,508	$2,297	$147.83	$136.71 - $155.72
Q3 2021	14,365	$2,351	$140.29	$130.40 - $151.51
Q2 2021	12,847	$1,998	$139.74	$130.53 - $148.99
Q1 2021	17,365	$2,643	$127.25	$109.49 - $143.03
Q4 2020	15,473	$1,966	$98.14	$82.75 - $111.83
Q3 2020	16,493	$1,588	$85.44	$79.00 - $92.62
Q2 2020	16,376	$1,540	$81.74	$70.76 - $99.77
Q1 2020	16,666	$1,500	$103.61	$65.60 - $120.06
Q4 2019	18,953	$2,642	$108.67	$93.67 - $118.72
Q3 2019	19,098	$2,248	$95.08	$87.73 - $101.23
Q2 2019	19,008	$2,125	$92.02	$84.61 - $97.81
Q1 2019	16,898	$1,711	$85.34	$78.85 - $89.81
Q4 2018	5,053	$493	$87.53	$74.88 - $96.00