JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

D.B. Root & Company, LLC's Holding History (CIK: 0001731717)

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

Q4 2025

Shares 3,978 Value ($000) $1,282 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,055 Value ($000) $1,279 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,266 Value ($000) $1,237 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,276 Value ($000) $804 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,221 Value ($000) $772 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 3,039 Value ($000) $641 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 3,083 Value ($000) $624 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 2,798 Value ($000) $561 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 1,419 Value ($000) $241 Avg Close $144.89 Range $129.30 - $163.25

Q4 2022

Shares 1,691 Value ($000) $227 Avg Close $117.65 Range $94.06 - $128.78

Q1 2022

Shares 1,538 Value ($000) $209 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,405 Value ($000) $380 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 1,427 Value ($000) $233 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,010 Value ($000) $312 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,458 Value ($000) $374 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,522 Value ($000) $320 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 2,114 Value ($000) $203 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 2,135 Value ($000) $200 Avg Close $81.74 Range $70.76 - $99.77

Q4 2019

Shares 2,494 Value ($000) $347 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 2,543 Value ($000) $299 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 2,658 Value ($000) $297 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 3,530 Value ($000) $357 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 3,644 Value ($000) $356 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 3,703 Value ($000) $418 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 4,304 Value ($000) $449 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 4,227 Value ($000) $465 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 2,821 Value ($000) $302 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,978	$1,282	$309.53	$290.54 - $330.86
Q3 2025	4,055	$1,279	$295.93	$278.95 - $316.47
Q2 2025	4,266	$1,237	$252.67	$200.22 - $289.84
Q1 2025	3,276	$804	$250.91	$220.72 - $275.86
Q4 2024	3,221	$772	$228.03	$198.89 - $249.04
Q3 2024	3,039	$641	$204.96	$185.80 - $219.46
Q2 2024	3,083	$624	$189.18	$173.46 - $199.28
Q1 2024	2,798	$561	$173.61	$158.11 - $193.16
Q4 2023	1,419	$241	$144.89	$129.30 - $163.25
Q4 2022	1,691	$227	$117.65	$94.06 - $128.78
Q1 2022	1,538	$209	$133.66	$115.27 - $153.80
Q4 2021	2,405	$380	$147.83	$136.71 - $155.72
Q3 2021	1,427	$233	$140.29	$130.40 - $151.51
Q2 2021	2,010	$312	$139.74	$130.53 - $148.99
Q1 2021	2,458	$374	$127.25	$109.49 - $143.03
Q4 2020	2,522	$320	$98.14	$82.75 - $111.83
Q3 2020	2,114	$203	$85.44	$79.00 - $92.62
Q2 2020	2,135	$200	$81.74	$70.76 - $99.77
Q4 2019	2,494	$347	$108.67	$93.67 - $118.72
Q3 2019	2,543	$299	$95.08	$87.73 - $101.23
Q2 2019	2,658	$297	$92.02	$84.61 - $97.81
Q1 2019	3,530	$357	$85.34	$78.85 - $89.81
Q4 2018	3,644	$356	$87.53	$74.88 - $96.00
Q3 2018	3,703	$418	$92.63	$83.41 - $97.31
Q2 2018	4,304	$449	$89.02	$83.70 - $93.47
Q1 2018	4,227	$465	$91.43	$83.98 - $96.37
Q4 2017	2,821	$302	$81.33	$76.25 - $87.14