JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025

Shares 98,645 Value ($000) $31,786 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 38,550 Value ($000) $12,160 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 37,229 Value ($000) $10,793 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 41,279 Value ($000) $10,126 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 39,173 Value ($000) $9,390 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 40,099 Value ($000) $8,455 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 39,795 Value ($000) $8,049 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 39,012 Value ($000) $7,814 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 39,088 Value ($000) $6,649 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 36,211 Value ($000) $5,251 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 34,212 Value ($000) $4,976 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 28,646 Value ($000) $3,733 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 28,065 Value ($000) $3,764 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 27,762 Value ($000) $2,901 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 26,752 Value ($000) $3,012 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 33,885 Value ($000) $4,619 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 32,189 Value ($000) $5,097 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 19,671 Value ($000) $3,220 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 20,402 Value ($000) $3,173 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 24,214 Value ($000) $3,686 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 14,398 Value ($000) $1,829 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 16,211 Value ($000) $1,560 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,493 Value ($000) $892 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 10,162 Value ($000) $915 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,189 Value ($000) $444 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 6,572 Value ($000) $773 Avg Close $95.08 Range $87.73 - $101.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	98,645	$31,786	$309.53	$290.54 - $330.86
Q3 2025	38,550	$12,160	$295.93	$278.95 - $316.47
Q2 2025	37,229	$10,793	$252.67	$200.22 - $289.84
Q1 2025	41,279	$10,126	$250.91	$220.72 - $275.86
Q4 2024	39,173	$9,390	$228.03	$198.89 - $249.04
Q3 2024	40,099	$8,455	$204.96	$185.80 - $219.46
Q2 2024	39,795	$8,049	$189.18	$173.46 - $199.28
Q1 2024	39,012	$7,814	$173.61	$158.11 - $193.16
Q4 2023	39,088	$6,649	$144.89	$129.30 - $163.25
Q3 2023	36,211	$5,251	$142.31	$134.29 - $151.32
Q2 2023	34,212	$4,976	$129.66	$119.02 - $137.67
Q1 2023	28,646	$3,733	$128.16	$115.18 - $135.05
Q4 2022	28,065	$3,764	$117.65	$94.06 - $128.78
Q3 2022	27,762	$2,901	$105.62	$96.10 - $114.36
Q2 2022	26,752	$3,012	$113.02	$101.22 - $124.46
Q1 2022	33,885	$4,619	$133.66	$115.27 - $153.80
Q4 2021	32,189	$5,097	$147.83	$136.71 - $155.72
Q3 2021	19,671	$3,220	$140.29	$130.40 - $151.51
Q2 2021	20,402	$3,173	$139.74	$130.53 - $148.99
Q1 2021	24,214	$3,686	$127.25	$109.49 - $143.03
Q4 2020	14,398	$1,829	$98.14	$82.75 - $111.83
Q3 2020	16,211	$1,560	$85.44	$79.00 - $92.62
Q2 2020	9,493	$892	$81.74	$70.76 - $99.77
Q1 2020	10,162	$915	$103.61	$65.60 - $120.06
Q4 2019	3,189	$444	$108.67	$93.67 - $118.72
Q3 2019	6,572	$773	$95.08	$87.73 - $101.23