JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Altman Advisors, Inc.'s Holding History (CIK: 0001731671)

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

Q4 2025

Shares 9,041 Value ($000) $2,913 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 9,141 Value ($000) $2,883 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,165 Value ($000) $2,662 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,098 Value ($000) $2,226 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,037 Value ($000) $2,166 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,967 Value ($000) $1,891 Avg Close $204.96 Range $185.80 - $219.46

Q1 2024

Shares 14,365 Value ($000) $2,858 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 14,079 Value ($000) $2,395 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 14,919 Value ($000) $2,164 Avg Close $142.31 Range $134.29 - $151.32

Q1 2023

Shares 14,642 Value ($000) $1,565 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 18,282 Value ($000) $2,553 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 19,454 Value ($000) $2,033 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 18,740 Value ($000) $2,107 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 18,309 Value ($000) $2,496 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 17,313 Value ($000) $2,512 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 7,650 Value ($000) $1,300 Avg Close $140.29 Range $130.40 - $151.51

Q1 2020

Shares 6,830 Value ($000) $615 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 26,261 Value ($000) $3,661 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 26,529 Value ($000) $3,122 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 26,485 Value ($000) $2,961 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 26,231 Value ($000) $2,655 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 26,154 Value ($000) $2,553 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 26,378 Value ($000) $2,976 Avg Close $92.63 Range $83.41 - $97.31

Q1 2018

Shares 30,579 Value ($000) $3,363 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 30,417 Value ($000) $3,253 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,041	$2,913	$309.53	$290.54 - $330.86
Q3 2025	9,141	$2,883	$295.93	$278.95 - $316.47
Q2 2025	9,165	$2,662	$252.67	$200.22 - $289.84
Q1 2025	9,098	$2,226	$250.91	$220.72 - $275.86
Q4 2024	9,037	$2,166	$228.03	$198.89 - $249.04
Q3 2024	8,967	$1,891	$204.96	$185.80 - $219.46
Q1 2024	14,365	$2,858	$173.61	$158.11 - $193.16
Q4 2023	14,079	$2,395	$144.89	$129.30 - $163.25
Q3 2023	14,919	$2,164	$142.31	$134.29 - $151.32
Q1 2023	14,642	$1,565	$128.16	$115.18 - $135.05
Q4 2022	18,282	$2,553	$117.65	$94.06 - $128.78
Q3 2022	19,454	$2,033	$105.62	$96.10 - $114.36
Q2 2022	18,740	$2,107	$113.02	$101.22 - $124.46
Q1 2022	18,309	$2,496	$133.66	$115.27 - $153.80
Q4 2021	17,313	$2,512	$147.83	$136.71 - $155.72
Q3 2021	7,650	$1,300	$140.29	$130.40 - $151.51
Q1 2020	6,830	$615	$103.61	$65.60 - $120.06
Q4 2019	26,261	$3,661	$108.67	$93.67 - $118.72
Q3 2019	26,529	$3,122	$95.08	$87.73 - $101.23
Q2 2019	26,485	$2,961	$92.02	$84.61 - $97.81
Q1 2019	26,231	$2,655	$85.34	$78.85 - $89.81
Q4 2018	26,154	$2,553	$87.53	$74.88 - $96.00
Q3 2018	26,378	$2,976	$92.63	$83.41 - $97.31
Q1 2018	30,579	$3,363	$91.43	$83.98 - $96.37
Q4 2017	30,417	$3,253	$81.33	$76.25 - $87.14