JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025

Shares 24,013 Value ($000) $7,737 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 20,497 Value ($000) $6,466 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 20,252 Value ($000) $5,871 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 20,205 Value ($000) $4,956 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 19,249 Value ($000) $4,614 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 18,449 Value ($000) $3,890 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 17,176 Value ($000) $3,474 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 18,467 Value ($000) $3,699 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 15,903 Value ($000) $2,705 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 15,053 Value ($000) $2,183 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 19,470 Value ($000) $2,832 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 14,602 Value ($000) $1,903 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 13,803 Value ($000) $1,851 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 8,051 Value ($000) $842 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,234 Value ($000) $1,152 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 6,595 Value ($000) $899 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 7,166 Value ($000) $1,135 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 6,586 Value ($000) $1,078 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 6,709 Value ($000) $1,044 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 4,131 Value ($000) $630 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 8,545 Value ($000) $498 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,033 Value ($000) $292 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,339 Value ($000) $314 Avg Close $81.74 Range $70.76 - $99.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24,013	$7,737	$309.53	$290.54 - $330.86
Q3 2025	20,497	$6,466	$295.93	$278.95 - $316.47
Q2 2025	20,252	$5,871	$252.67	$200.22 - $289.84
Q1 2025	20,205	$4,956	$250.91	$220.72 - $275.86
Q4 2024	19,249	$4,614	$228.03	$198.89 - $249.04
Q3 2024	18,449	$3,890	$204.96	$185.80 - $219.46
Q2 2024	17,176	$3,474	$189.18	$173.46 - $199.28
Q1 2024	18,467	$3,699	$173.61	$158.11 - $193.16
Q4 2023	15,903	$2,705	$144.89	$129.30 - $163.25
Q3 2023	15,053	$2,183	$142.31	$134.29 - $151.32
Q2 2023	19,470	$2,832	$129.66	$119.02 - $137.67
Q1 2023	14,602	$1,903	$128.16	$115.18 - $135.05
Q4 2022	13,803	$1,851	$117.65	$94.06 - $128.78
Q3 2022	8,051	$842	$105.62	$96.10 - $114.36
Q2 2022	10,234	$1,152	$113.02	$101.22 - $124.46
Q1 2022	6,595	$899	$133.66	$115.27 - $153.80
Q4 2021	7,166	$1,135	$147.83	$136.71 - $155.72
Q3 2021	6,586	$1,078	$140.29	$130.40 - $151.51
Q2 2021	6,709	$1,044	$139.74	$130.53 - $148.99
Q1 2021	4,131	$630	$127.25	$109.49 - $143.03
Q4 2020	8,545	$498	$98.14	$82.75 - $111.83
Q3 2020	3,033	$292	$85.44	$79.00 - $92.62
Q2 2020	3,339	$314	$81.74	$70.76 - $99.77