JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025

Shares 22,180 Value ($000) $7,147 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 23,089 Value ($000) $6,893 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 22,284 Value ($000) $6,506 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 12,696 Value ($000) $2,975 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,607 Value ($000) $2,303 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,601 Value ($000) $1,990 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 8,959 Value ($000) $1,860 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 8,086 Value ($000) $1,594 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 8,035 Value ($000) $1,377 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 8,105 Value ($000) $1,175 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 8,247 Value ($000) $1,199 Avg Close $129.66 Range $119.02 - $137.67

Q4 2022

Shares 7,925 Value ($000) $1,063 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 7,442 Value ($000) $778 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 7,332 Value ($000) $826 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 7,498 Value ($000) $1,022 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 6,457 Value ($000) $1,022 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 5,316 Value ($000) $897 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 5,338 Value ($000) $830 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 4,954 Value ($000) $754 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,829 Value ($000) $614 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,396 Value ($000) $519 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,841 Value ($000) $455 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,841 Value ($000) $436 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,180	$7,147	$309.53	$290.54 - $330.86
Q3 2025	23,089	$6,893	$295.93	$278.95 - $316.47
Q2 2025	22,284	$6,506	$252.67	$200.22 - $289.84
Q1 2025	12,696	$2,975	$250.91	$220.72 - $275.86
Q4 2024	9,607	$2,303	$228.03	$198.89 - $249.04
Q3 2024	9,601	$1,990	$204.96	$185.80 - $219.46
Q2 2024	8,959	$1,860	$189.18	$173.46 - $199.28
Q1 2024	8,086	$1,594	$173.61	$158.11 - $193.16
Q4 2023	8,035	$1,377	$144.89	$129.30 - $163.25
Q3 2023	8,105	$1,175	$142.31	$134.29 - $151.32
Q2 2023	8,247	$1,199	$129.66	$119.02 - $137.67
Q4 2022	7,925	$1,063	$117.65	$94.06 - $128.78
Q3 2022	7,442	$778	$105.62	$96.10 - $114.36
Q2 2022	7,332	$826	$113.02	$101.22 - $124.46
Q1 2022	7,498	$1,022	$133.66	$115.27 - $153.80
Q4 2021	6,457	$1,022	$147.83	$136.71 - $155.72
Q3 2021	5,316	$897	$140.29	$130.40 - $151.51
Q2 2021	5,338	$830	$139.74	$130.53 - $148.99
Q1 2021	4,954	$754	$127.25	$109.49 - $143.03
Q4 2020	4,829	$614	$98.14	$82.75 - $111.83
Q3 2020	5,396	$519	$85.44	$79.00 - $92.62
Q2 2020	4,841	$455	$81.74	$70.76 - $99.77
Q1 2020	4,841	$436	$103.61	$65.60 - $120.06