JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025

Shares 12,603 Value ($000) $4,061 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 12,517 Value ($000) $3,948 Avg Close $295.93 Range $278.95 - $316.47

Q2 2024

Shares 8,013 Value ($000) $1,621 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,002 Value ($000) $1,803 Avg Close $173.61 Range $158.11 - $193.16

Q2 2023

Shares 5,122 Value ($000) $745 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,583 Value ($000) $728 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 5,984 Value ($000) $802 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 7,598 Value ($000) $794 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,695 Value ($000) $641 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,066 Value ($000) $691 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 4,736 Value ($000) $750 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 3,437 Value ($000) $563 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 3,707 Value ($000) $577 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 3,794 Value ($000) $578 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 3,794 Value ($000) $482 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,873 Value ($000) $373 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,464 Value ($000) $326 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,464 Value ($000) $312 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,666 Value ($000) $511 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 3,661 Value ($000) $431 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,853 Value ($000) $431 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 3,783 Value ($000) $383 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 4,064 Value ($000) $397 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 3,914 Value ($000) $442 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 3,914 Value ($000) $408 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 4,029 Value ($000) $443 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 4,029 Value ($000) $431 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,603	$4,061	$309.53	$290.54 - $330.86
Q3 2025	12,517	$3,948	$295.93	$278.95 - $316.47
Q2 2024	8,013	$1,621	$189.18	$173.46 - $199.28
Q1 2024	9,002	$1,803	$173.61	$158.11 - $193.16
Q2 2023	5,122	$745	$129.66	$119.02 - $137.67
Q1 2023	5,583	$728	$128.16	$115.18 - $135.05
Q4 2022	5,984	$802	$117.65	$94.06 - $128.78
Q3 2022	7,598	$794	$105.62	$96.10 - $114.36
Q2 2022	5,695	$641	$113.02	$101.22 - $124.46
Q1 2022	5,066	$691	$133.66	$115.27 - $153.80
Q4 2021	4,736	$750	$147.83	$136.71 - $155.72
Q3 2021	3,437	$563	$140.29	$130.40 - $151.51
Q2 2021	3,707	$577	$139.74	$130.53 - $148.99
Q1 2021	3,794	$578	$127.25	$109.49 - $143.03
Q4 2020	3,794	$482	$98.14	$82.75 - $111.83
Q3 2020	3,873	$373	$85.44	$79.00 - $92.62
Q2 2020	3,464	$326	$81.74	$70.76 - $99.77
Q1 2020	3,464	$312	$103.61	$65.60 - $120.06
Q4 2019	3,666	$511	$108.67	$93.67 - $118.72
Q3 2019	3,661	$431	$95.08	$87.73 - $101.23
Q2 2019	3,853	$431	$92.02	$84.61 - $97.81
Q1 2019	3,783	$383	$85.34	$78.85 - $89.81
Q4 2018	4,064	$397	$87.53	$74.88 - $96.00
Q3 2018	3,914	$442	$92.63	$83.41 - $97.31
Q2 2018	3,914	$408	$89.02	$83.70 - $93.47
Q1 2018	4,029	$443	$91.43	$83.98 - $96.37
Q4 2017	4,029	$431	$81.33	$76.25 - $87.14