JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Vanguard Personalized Indexing Management, LLC's Holding History (CIK: 0001767306)

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

Q4 2025

Shares 483,548 Value ($000) $155,809 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 452,698 Value ($000) $142,892 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 442,656 Value ($000) $128,420 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 365,278 Value ($000) $89,603 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 347,459 Value ($000) $83,289 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 328,502 Value ($000) $69,268 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 291,483 Value ($000) $58,107 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 257,916 Value ($000) $51,661 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 234,299 Value ($000) $39,854 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 233,877 Value ($000) $33,917 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 218,452 Value ($000) $31,772 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 194,910 Value ($000) $25,397 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 165,717 Value ($000) $22,223 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 154,435 Value ($000) $16,138 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 125,907 Value ($000) $14,178 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 102,178 Value ($000) $13,925 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 74,085 Value ($000) $11,731 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 57,720 Value ($000) $9,448 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 38,386 Value ($000) $5,971 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 32,367 Value ($000) $4,927 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 20,268 Value ($000) $2,575 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 17,663 Value ($000) $1,700 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 15,432 Value ($000) $1,452 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 11,821 Value ($000) $1,064 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	483,548	$155,809	$309.53	$290.54 - $330.86
Q3 2025	452,698	$142,892	$295.93	$278.95 - $316.47
Q2 2025	442,656	$128,420	$252.67	$200.22 - $289.84
Q1 2025	365,278	$89,603	$250.91	$220.72 - $275.86
Q4 2024	347,459	$83,289	$228.03	$198.89 - $249.04
Q3 2024	328,502	$69,268	$204.96	$185.80 - $219.46
Q2 2024	291,483	$58,107	$189.18	$173.46 - $199.28
Q1 2024	257,916	$51,661	$173.61	$158.11 - $193.16
Q4 2023	234,299	$39,854	$144.89	$129.30 - $163.25
Q3 2023	233,877	$33,917	$142.31	$134.29 - $151.32
Q2 2023	218,452	$31,772	$129.66	$119.02 - $137.67
Q1 2023	194,910	$25,397	$128.16	$115.18 - $135.05
Q4 2022	165,717	$22,223	$117.65	$94.06 - $128.78
Q3 2022	154,435	$16,138	$105.62	$96.10 - $114.36
Q2 2022	125,907	$14,178	$113.02	$101.22 - $124.46
Q1 2022	102,178	$13,925	$133.66	$115.27 - $153.80
Q4 2021	74,085	$11,731	$147.83	$136.71 - $155.72
Q3 2021	57,720	$9,448	$140.29	$130.40 - $151.51
Q2 2021	38,386	$5,971	$139.74	$130.53 - $148.99
Q1 2021	32,367	$4,927	$127.25	$109.49 - $143.03
Q4 2020	20,268	$2,575	$98.14	$82.75 - $111.83
Q3 2020	17,663	$1,700	$85.44	$79.00 - $92.62
Q2 2020	15,432	$1,452	$81.74	$70.76 - $99.77
Q1 2020	11,821	$1,064	$103.61	$65.60 - $120.06