JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CRA Financial Services, LLC's Holding History (CIK: 0001765594)

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

Q4 2025

Shares 11,664 Value ($000) $3,758 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 11,624 Value ($000) $3,667 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 11,300 Value ($000) $3,276 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 11,109 Value ($000) $2,725 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,597 Value ($000) $2,540 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 10,140 Value ($000) $2,138 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 10,067 Value ($000) $2,036 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 10,203 Value ($000) $2,044 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 10,121 Value ($000) $1,722 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,001 Value ($000) $1,450 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,136 Value ($000) $1,474 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,978 Value ($000) $1,300 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,599 Value ($000) $1,287 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 9,424 Value ($000) $985 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 8,315 Value ($000) $936 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 9,704 Value ($000) $1,323 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 7,477 Value ($000) $1,184 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 6,210 Value ($000) $1,017 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 5,655 Value ($000) $880 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,538 Value ($000) $843 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,437 Value ($000) $691 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,204 Value ($000) $501 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 5,710 Value ($000) $537 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 5,807 Value ($000) $523 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,289 Value ($000) $737 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 5,284 Value ($000) $622 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 6,139 Value ($000) $687 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 6,032 Value ($000) $611 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 5,927 Value ($000) $579 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,664	$3,758	$309.53	$290.54 - $330.86
Q3 2025	11,624	$3,667	$295.93	$278.95 - $316.47
Q2 2025	11,300	$3,276	$252.67	$200.22 - $289.84
Q1 2025	11,109	$2,725	$250.91	$220.72 - $275.86
Q4 2024	10,597	$2,540	$228.03	$198.89 - $249.04
Q3 2024	10,140	$2,138	$204.96	$185.80 - $219.46
Q2 2024	10,067	$2,036	$189.18	$173.46 - $199.28
Q1 2024	10,203	$2,044	$173.61	$158.11 - $193.16
Q4 2023	10,121	$1,722	$144.89	$129.30 - $163.25
Q3 2023	10,001	$1,450	$142.31	$134.29 - $151.32
Q2 2023	10,136	$1,474	$129.66	$119.02 - $137.67
Q1 2023	9,978	$1,300	$128.16	$115.18 - $135.05
Q4 2022	9,599	$1,287	$117.65	$94.06 - $128.78
Q3 2022	9,424	$985	$105.62	$96.10 - $114.36
Q2 2022	8,315	$936	$113.02	$101.22 - $124.46
Q1 2022	9,704	$1,323	$133.66	$115.27 - $153.80
Q4 2021	7,477	$1,184	$147.83	$136.71 - $155.72
Q3 2021	6,210	$1,017	$140.29	$130.40 - $151.51
Q2 2021	5,655	$880	$139.74	$130.53 - $148.99
Q1 2021	5,538	$843	$127.25	$109.49 - $143.03
Q4 2020	5,437	$691	$98.14	$82.75 - $111.83
Q3 2020	5,204	$501	$85.44	$79.00 - $92.62
Q2 2020	5,710	$537	$81.74	$70.76 - $99.77
Q1 2020	5,807	$523	$103.61	$65.60 - $120.06
Q4 2019	5,289	$737	$108.67	$93.67 - $118.72
Q3 2019	5,284	$622	$95.08	$87.73 - $101.23
Q2 2019	6,139	$687	$92.02	$84.61 - $97.81
Q1 2019	6,032	$611	$85.34	$78.85 - $89.81
Q4 2018	5,927	$579	$87.53	$74.88 - $96.00