JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025

Shares 7,629 Value ($000) $2,458 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 7,797 Value ($000) $2,460 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 8,043 Value ($000) $2,332 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 8,051 Value ($000) $1,975 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 8,179 Value ($000) $1,961 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,164 Value ($000) $1,721 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 8,157 Value ($000) $1,679 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 7,235 Value ($000) $1,449 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 5,954 Value ($000) $1,013 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 5,575 Value ($000) $809 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 5,662 Value ($000) $824 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,815 Value ($000) $758 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,148 Value ($000) $824 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 7,606 Value ($000) $795 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 2,392 Value ($000) $269 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,430 Value ($000) $331 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,207 Value ($000) $349 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,223 Value ($000) $364 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,436 Value ($000) $379 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,125 Value ($000) $324 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 1,877 Value ($000) $238 Avg Close $98.14 Range $82.75 - $111.83

Q4 2019

Shares 1,959 Value ($000) $273 Avg Close $108.67 Range $93.67 - $118.72

Q1 2019

Shares 790 Value ($000) $80 Avg Close $85.34 Range $78.85 - $89.81

Q3 2018

Shares 6,519 Value ($000) $736 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 6,693 Value ($000) $697 Avg Close $89.02 Range $83.70 - $93.47

Q4 2017

Shares 6,362 Value ($000) $680 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,629	$2,458	$309.53	$290.54 - $330.86
Q3 2025	7,797	$2,460	$295.93	$278.95 - $316.47
Q2 2025	8,043	$2,332	$252.67	$200.22 - $289.84
Q1 2025	8,051	$1,975	$250.91	$220.72 - $275.86
Q4 2024	8,179	$1,961	$228.03	$198.89 - $249.04
Q3 2024	8,164	$1,721	$204.96	$185.80 - $219.46
Q2 2024	8,157	$1,679	$189.18	$173.46 - $199.28
Q1 2024	7,235	$1,449	$173.61	$158.11 - $193.16
Q4 2023	5,954	$1,013	$144.89	$129.30 - $163.25
Q3 2023	5,575	$809	$142.31	$134.29 - $151.32
Q2 2023	5,662	$824	$129.66	$119.02 - $137.67
Q1 2023	5,815	$758	$128.16	$115.18 - $135.05
Q4 2022	6,148	$824	$117.65	$94.06 - $128.78
Q3 2022	7,606	$795	$105.62	$96.10 - $114.36
Q2 2022	2,392	$269	$113.02	$101.22 - $124.46
Q1 2022	2,430	$331	$133.66	$115.27 - $153.80
Q4 2021	2,207	$349	$147.83	$136.71 - $155.72
Q3 2021	2,223	$364	$140.29	$130.40 - $151.51
Q2 2021	2,436	$379	$139.74	$130.53 - $148.99
Q1 2021	2,125	$324	$127.25	$109.49 - $143.03
Q4 2020	1,877	$238	$98.14	$82.75 - $111.83
Q4 2019	1,959	$273	$108.67	$93.67 - $118.72
Q1 2019	790	$80	$85.34	$78.85 - $89.81
Q3 2018	6,519	$736	$92.63	$83.41 - $97.31
Q2 2018	6,693	$697	$89.02	$83.70 - $93.47
Q4 2017	6,362	$680	$81.33	$76.25 - $87.14