JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

IEQ CAPITAL, LLC's Holding History (CIK: 0001779789)

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

Q4 2025

Shares 391,612 Value ($000) $126,185 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 399,506 Value ($000) $126,016 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 346,774 Value ($000) $100,533 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 323,017 Value ($000) $79,236 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 301,997 Value ($000) $72,392 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 280,335 Value ($000) $59,112 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 270,246 Value ($000) $54,660 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 253,481 Value ($000) $50,772 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 242,630 Value ($000) $41,271 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 232,798 Value ($000) $33,760 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 228,927 Value ($000) $33,295 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 218,943 Value ($000) $28,531 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 213,839 Value ($000) $28,676 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 203,905 Value ($000) $21,308 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 171,466 Value ($000) $19,308 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 177,273 Value ($000) $24,165 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 181,911 Value ($000) $28,805 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 178,230 Value ($000) $29,175 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 171,017 Value ($000) $26,600 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 154,032 Value ($000) $23,448 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 144,426 Value ($000) $18,352 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 131,332 Value ($000) $12,643 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 129,945 Value ($000) $12,222 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 146,094 Value ($000) $13,153 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 101,031 Value ($000) $14,084 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	391,612	$126,185	$309.53	$290.54 - $330.86
Q3 2025	399,506	$126,016	$295.93	$278.95 - $316.47
Q2 2025	346,774	$100,533	$252.67	$200.22 - $289.84
Q1 2025	323,017	$79,236	$250.91	$220.72 - $275.86
Q4 2024	301,997	$72,392	$228.03	$198.89 - $249.04
Q3 2024	280,335	$59,112	$204.96	$185.80 - $219.46
Q2 2024	270,246	$54,660	$189.18	$173.46 - $199.28
Q1 2024	253,481	$50,772	$173.61	$158.11 - $193.16
Q4 2023	242,630	$41,271	$144.89	$129.30 - $163.25
Q3 2023	232,798	$33,760	$142.31	$134.29 - $151.32
Q2 2023	228,927	$33,295	$129.66	$119.02 - $137.67
Q1 2023	218,943	$28,531	$128.16	$115.18 - $135.05
Q4 2022	213,839	$28,676	$117.65	$94.06 - $128.78
Q3 2022	203,905	$21,308	$105.62	$96.10 - $114.36
Q2 2022	171,466	$19,308	$113.02	$101.22 - $124.46
Q1 2022	177,273	$24,165	$133.66	$115.27 - $153.80
Q4 2021	181,911	$28,805	$147.83	$136.71 - $155.72
Q3 2021	178,230	$29,175	$140.29	$130.40 - $151.51
Q2 2021	171,017	$26,600	$139.74	$130.53 - $148.99
Q1 2021	154,032	$23,448	$127.25	$109.49 - $143.03
Q4 2020	144,426	$18,352	$98.14	$82.75 - $111.83
Q3 2020	131,332	$12,643	$85.44	$79.00 - $92.62
Q2 2020	129,945	$12,222	$81.74	$70.76 - $99.77
Q1 2020	146,094	$13,153	$103.61	$65.60 - $120.06
Q4 2019	101,031	$14,084	$108.67	$93.67 - $118.72