JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Jacobsen Capital Management's Holding History (CIK: 0001782491)

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

Q4 2025
Shares 5,341 Value ($000) $1,721 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,440 Value ($000) $1,716 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,312 Value ($000) $1,540 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,947 Value ($000) $1,213 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,783 Value ($000) $1,147 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 4,782 Value ($000) $1,008 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 4,581 Value ($000) $926 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 4,075 Value ($000) $816 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,268 Value ($000) $726 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 3,759 Value ($000) $545 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 3,481 Value ($000) $506 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 3,618 Value ($000) $471 Avg Close $128.16 Range $115.18 - $135.05
Q2 2020
Shares 2,708 Value ($000) $254 Avg Close $81.74 Range $70.76 - $99.77
Q4 2019
Shares 2,520 Value ($000) $351 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 2,605 Value ($000) $306 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 2,605 Value ($000) $291 Avg Close $92.02 Range $84.61 - $97.81