JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CARY STREET PARTNERS INVESTMENT ADVISORY LLC's Holding History (CIK: 0001766904)

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

Q4 2025

Shares 10,178 Value ($000) $3,279 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 9,619 Value ($000) $3,034 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,104 Value ($000) $2,640 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 8,578 Value ($000) $2,104 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 7,591 Value ($000) $1,820 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 103,662 Value ($000) $21,858 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 104,113 Value ($000) $21,058 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 102,070 Value ($000) $20,445 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 102,238 Value ($000) $17,391 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 102,909 Value ($000) $14,924 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 67,591 Value ($000) $9,830 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 58,591 Value ($000) $7,635 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 59,456 Value ($000) $7,973 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 60,761 Value ($000) $6,349 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 54,165 Value ($000) $6,100 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,713 Value ($000) $3,642 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 24,206 Value ($000) $3,833 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 20,110 Value ($000) $3,292 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 19,167 Value ($000) $2,981 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,466 Value ($000) $1,441 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 25,657 Value ($000) $3,260 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 42,297 Value ($000) $4,072 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,198 Value ($000) $394 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,422 Value ($000) $398 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,247 Value ($000) $731 Avg Close $108.67 Range $93.67 - $118.72

Q4 2018

Shares 3,765 Value ($000) $367 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,178	$3,279	$309.53	$290.54 - $330.86
Q3 2025	9,619	$3,034	$295.93	$278.95 - $316.47
Q2 2025	9,104	$2,640	$252.67	$200.22 - $289.84
Q1 2025	8,578	$2,104	$250.91	$220.72 - $275.86
Q4 2024	7,591	$1,820	$228.03	$198.89 - $249.04
Q3 2024	103,662	$21,858	$204.96	$185.80 - $219.46
Q2 2024	104,113	$21,058	$189.18	$173.46 - $199.28
Q1 2024	102,070	$20,445	$173.61	$158.11 - $193.16
Q4 2023	102,238	$17,391	$144.89	$129.30 - $163.25
Q3 2023	102,909	$14,924	$142.31	$134.29 - $151.32
Q2 2023	67,591	$9,830	$129.66	$119.02 - $137.67
Q1 2023	58,591	$7,635	$128.16	$115.18 - $135.05
Q4 2022	59,456	$7,973	$117.65	$94.06 - $128.78
Q3 2022	60,761	$6,349	$105.62	$96.10 - $114.36
Q2 2022	54,165	$6,100	$113.02	$101.22 - $124.46
Q1 2022	26,713	$3,642	$133.66	$115.27 - $153.80
Q4 2021	24,206	$3,833	$147.83	$136.71 - $155.72
Q3 2021	20,110	$3,292	$140.29	$130.40 - $151.51
Q2 2021	19,167	$2,981	$139.74	$130.53 - $148.99
Q1 2021	9,466	$1,441	$127.25	$109.49 - $143.03
Q4 2020	25,657	$3,260	$98.14	$82.75 - $111.83
Q3 2020	42,297	$4,072	$85.44	$79.00 - $92.62
Q2 2020	4,198	$394	$81.74	$70.76 - $99.77
Q1 2020	4,422	$398	$103.61	$65.60 - $120.06
Q4 2019	5,247	$731	$108.67	$93.67 - $118.72
Q4 2018	3,765	$367	$87.53	$74.88 - $96.00