JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Fundamentum, LLC's Holding History (CIK: 0001707206)

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

Q4 2025
Shares 54,346 Value ($000) $17,512 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 53,231 Value ($000) $16,791 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 53,513 Value ($000) $15,514 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 52,872 Value ($000) $12,970 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 45,848 Value ($000) $10,990 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 48,048 Value ($000) $10,132 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 43,894 Value ($000) $8,878 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 54,225 Value ($000) $10,861 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 55,700 Value ($000) $9,475 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 60,548 Value ($000) $8,781 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 57,560 Value ($000) $8,372 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 54,350 Value ($000) $7,082 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 55,861 Value ($000) $7,491 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 55,319 Value ($000) $5,781 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 59,741 Value ($000) $6,728 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 57,760 Value ($000) $7,874 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 55,500 Value ($000) $8,789 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 55,377 Value ($000) $9,065 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 43,050 Value ($000) $6,696 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 38,454 Value ($000) $5,854 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 43,536 Value ($000) $5,532 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 41,015 Value ($000) $3,949 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 35,957 Value ($000) $3,382 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 29,649 Value ($000) $2,669 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 21,982 Value ($000) $3,064 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 17,281 Value ($000) $2,034 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 14,362 Value ($000) $1,606 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 12,539 Value ($000) $1,269 Avg Close $85.34 Range $78.85 - $89.81