JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025

Shares 8,884 Value ($000) $2,863 Avg Close $309.53 Range $290.54 - $330.86

Q2 2025

Shares 9,484 Value ($000) $2,749 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 10,425 Value ($000) $2,557 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,589 Value ($000) $2,538 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 10,645 Value ($000) $2,245 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 10,705 Value ($000) $2,165 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 11,070 Value ($000) $2,217 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,199 Value ($000) $1,905 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 11,925 Value ($000) $1,729 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,836 Value ($000) $1,721 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,887 Value ($000) $1,549 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 14,003 Value ($000) $1,878 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,433 Value ($000) $1,404 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,492 Value ($000) $1,407 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 12,173 Value ($000) $1,659 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 11,570 Value ($000) $1,832 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 12,253 Value ($000) $2,006 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 11,983 Value ($000) $1,864 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 11,867 Value ($000) $1,806 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 13,166 Value ($000) $1,673 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 12,427 Value ($000) $1,196 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 11,480 Value ($000) $1,080 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 10,334 Value ($000) $930 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 10,096 Value ($000) $1,407 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 10,150 Value ($000) $1,195 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 10,390 Value ($000) $1,122 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 10,405 Value ($000) $1,053 Avg Close $85.34 Range $78.85 - $89.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,884	$2,863	$309.53	$290.54 - $330.86
Q2 2025	9,484	$2,749	$252.67	$200.22 - $289.84
Q1 2025	10,425	$2,557	$250.91	$220.72 - $275.86
Q4 2024	10,589	$2,538	$228.03	$198.89 - $249.04
Q3 2024	10,645	$2,245	$204.96	$185.80 - $219.46
Q2 2024	10,705	$2,165	$189.18	$173.46 - $199.28
Q1 2024	11,070	$2,217	$173.61	$158.11 - $193.16
Q4 2023	11,199	$1,905	$144.89	$129.30 - $163.25
Q3 2023	11,925	$1,729	$142.31	$134.29 - $151.32
Q2 2023	11,836	$1,721	$129.66	$119.02 - $137.67
Q1 2023	11,887	$1,549	$128.16	$115.18 - $135.05
Q4 2022	14,003	$1,878	$117.65	$94.06 - $128.78
Q3 2022	13,433	$1,404	$105.62	$96.10 - $114.36
Q2 2022	12,492	$1,407	$113.02	$101.22 - $124.46
Q1 2022	12,173	$1,659	$133.66	$115.27 - $153.80
Q4 2021	11,570	$1,832	$147.83	$136.71 - $155.72
Q3 2021	12,253	$2,006	$140.29	$130.40 - $151.51
Q2 2021	11,983	$1,864	$139.74	$130.53 - $148.99
Q1 2021	11,867	$1,806	$127.25	$109.49 - $143.03
Q4 2020	13,166	$1,673	$98.14	$82.75 - $111.83
Q3 2020	12,427	$1,196	$85.44	$79.00 - $92.62
Q2 2020	11,480	$1,080	$81.74	$70.76 - $99.77
Q1 2020	10,334	$930	$103.61	$65.60 - $120.06
Q4 2019	10,096	$1,407	$108.67	$93.67 - $118.72
Q3 2019	10,150	$1,195	$95.08	$87.73 - $101.23
Q2 2019	10,390	$1,122	$92.02	$84.61 - $97.81
Q1 2019	10,405	$1,053	$85.34	$78.85 - $89.81