JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

First Citizens Financial Corp's Holding History (CIK: 0001800597)

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

Q4 2025

Shares 9,876 Value ($000) $3,182 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,821 Value ($000) $3,413 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,821 Value ($000) $3,137 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 10,741 Value ($000) $2,635 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,851 Value ($000) $2,601 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 10,491 Value ($000) $2,212 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 10,561 Value ($000) $2,136 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 10,584 Value ($000) $2,120 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 10,556 Value ($000) $1,796 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,756 Value ($000) $1,560 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,147 Value ($000) $1,476 Avg Close $129.66 Range $119.02 - $137.67

Q4 2022

Shares 7,147 Value ($000) $1 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 7,147 Value ($000) $747 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 6,897 Value ($000) $777 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 6,897 Value ($000) $940 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 6,897 Value ($000) $1,092 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 6,964 Value ($000) $1,140 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 7,089 Value ($000) $1,103 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,099 Value ($000) $1,081 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,419 Value ($000) $816 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 6,162 Value ($000) $593 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 6,109 Value ($000) $575 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 5,438 Value ($000) $490 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 4,880 Value ($000) $680 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,876	$3,182	$309.53	$290.54 - $330.86
Q3 2025	10,821	$3,413	$295.93	$278.95 - $316.47
Q2 2025	10,821	$3,137	$252.67	$200.22 - $289.84
Q1 2025	10,741	$2,635	$250.91	$220.72 - $275.86
Q4 2024	10,851	$2,601	$228.03	$198.89 - $249.04
Q3 2024	10,491	$2,212	$204.96	$185.80 - $219.46
Q2 2024	10,561	$2,136	$189.18	$173.46 - $199.28
Q1 2024	10,584	$2,120	$173.61	$158.11 - $193.16
Q4 2023	10,556	$1,796	$144.89	$129.30 - $163.25
Q3 2023	10,756	$1,560	$142.31	$134.29 - $151.32
Q2 2023	10,147	$1,476	$129.66	$119.02 - $137.67
Q4 2022	7,147	$1	$117.65	$94.06 - $128.78
Q3 2022	7,147	$747	$105.62	$96.10 - $114.36
Q2 2022	6,897	$777	$113.02	$101.22 - $124.46
Q1 2022	6,897	$940	$133.66	$115.27 - $153.80
Q4 2021	6,897	$1,092	$147.83	$136.71 - $155.72
Q3 2021	6,964	$1,140	$140.29	$130.40 - $151.51
Q2 2021	7,089	$1,103	$139.74	$130.53 - $148.99
Q1 2021	7,099	$1,081	$127.25	$109.49 - $143.03
Q4 2020	6,419	$816	$98.14	$82.75 - $111.83
Q3 2020	6,162	$593	$85.44	$79.00 - $92.62
Q2 2020	6,109	$575	$81.74	$70.76 - $99.77
Q1 2020	5,438	$490	$103.61	$65.60 - $120.06
Q4 2019	4,880	$680	$108.67	$93.67 - $118.72