JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Strategic Investment Advisors / MI's Holding History (CIK: 0001760540)

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

Q4 2025

Shares 18,807 Value ($000) $6,063 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 19,070 Value ($000) $6,015 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 20,354 Value ($000) $5,885 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 21,478 Value ($000) $5,269 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 22,879 Value ($000) $5,484 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 23,463 Value ($000) $4,947 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 23,112 Value ($000) $4,675 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 14,148 Value ($000) $2,834 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 14,301 Value ($000) $2,433 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,025 Value ($000) $1,599 Avg Close $142.31 Range $134.29 - $151.32

Q1 2023

Shares 13,639 Value ($000) $1,777 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 12,540 Value ($000) $1,682 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,661 Value ($000) $1,114 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 15,968 Value ($000) $1,798 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 11,811 Value ($000) $1,610 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 11,466 Value ($000) $1,816 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,391 Value ($000) $1,701 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 10,624 Value ($000) $1,652 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 8,229 Value ($000) $1,253 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 8,508 Value ($000) $1,081 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 8,930 Value ($000) $832 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 6,940 Value ($000) $653 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,774 Value ($000) $610 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 6,594 Value ($000) $919 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 4,636 Value ($000) $546 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 2,377 Value ($000) $260 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 2,322 Value ($000) $235 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 2,088 Value ($000) $204 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,807	$6,063	$309.53	$290.54 - $330.86
Q3 2025	19,070	$6,015	$295.93	$278.95 - $316.47
Q2 2025	20,354	$5,885	$252.67	$200.22 - $289.84
Q1 2025	21,478	$5,269	$250.91	$220.72 - $275.86
Q4 2024	22,879	$5,484	$228.03	$198.89 - $249.04
Q3 2024	23,463	$4,947	$204.96	$185.80 - $219.46
Q2 2024	23,112	$4,675	$189.18	$173.46 - $199.28
Q1 2024	14,148	$2,834	$173.61	$158.11 - $193.16
Q4 2023	14,301	$2,433	$144.89	$129.30 - $163.25
Q3 2023	11,025	$1,599	$142.31	$134.29 - $151.32
Q1 2023	13,639	$1,777	$128.16	$115.18 - $135.05
Q4 2022	12,540	$1,682	$117.65	$94.06 - $128.78
Q3 2022	10,661	$1,114	$105.62	$96.10 - $114.36
Q2 2022	15,968	$1,798	$113.02	$101.22 - $124.46
Q1 2022	11,811	$1,610	$133.66	$115.27 - $153.80
Q4 2021	11,466	$1,816	$147.83	$136.71 - $155.72
Q3 2021	10,391	$1,701	$140.29	$130.40 - $151.51
Q2 2021	10,624	$1,652	$139.74	$130.53 - $148.99
Q1 2021	8,229	$1,253	$127.25	$109.49 - $143.03
Q4 2020	8,508	$1,081	$98.14	$82.75 - $111.83
Q3 2020	8,930	$832	$85.44	$79.00 - $92.62
Q2 2020	6,940	$653	$81.74	$70.76 - $99.77
Q1 2020	6,774	$610	$103.61	$65.60 - $120.06
Q4 2019	6,594	$919	$108.67	$93.67 - $118.72
Q3 2019	4,636	$546	$95.08	$87.73 - $101.23
Q2 2019	2,377	$260	$92.02	$84.61 - $97.81
Q1 2019	2,322	$235	$85.34	$78.85 - $89.81
Q4 2018	2,088	$204	$87.53	$74.88 - $96.00