JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BELLEVUE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001801619)

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

Q4 2025

Shares 3,436 Value ($000) $1,107 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,426 Value ($000) $1,081 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,416 Value ($000) $991 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,405 Value ($000) $835 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,397 Value ($000) $1,294 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 5,395 Value ($000) $1,138 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 5,393 Value ($000) $1,091 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 5,391 Value ($000) $1,080 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 5,448 Value ($000) $927 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 5,500 Value ($000) $798 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 5,507 Value ($000) $801 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,504 Value ($000) $717 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 5,576 Value ($000) $742 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 5,648 Value ($000) $604 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,669 Value ($000) $639 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,742 Value ($000) $791 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 5,746 Value ($000) $910 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 5,840 Value ($000) $959 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 5,839 Value ($000) $908 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,838 Value ($000) $890 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,737 Value ($000) $757 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,786 Value ($000) $557 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,759 Value ($000) $354 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,759 Value ($000) $355 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,650 Value ($000) $509 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,436	$1,107	$309.53	$290.54 - $330.86
Q3 2025	3,426	$1,081	$295.93	$278.95 - $316.47
Q2 2025	3,416	$991	$252.67	$200.22 - $289.84
Q1 2025	3,405	$835	$250.91	$220.72 - $275.86
Q4 2024	5,397	$1,294	$228.03	$198.89 - $249.04
Q3 2024	5,395	$1,138	$204.96	$185.80 - $219.46
Q2 2024	5,393	$1,091	$189.18	$173.46 - $199.28
Q1 2024	5,391	$1,080	$173.61	$158.11 - $193.16
Q4 2023	5,448	$927	$144.89	$129.30 - $163.25
Q3 2023	5,500	$798	$142.31	$134.29 - $151.32
Q2 2023	5,507	$801	$129.66	$119.02 - $137.67
Q1 2023	5,504	$717	$128.16	$115.18 - $135.05
Q4 2022	5,576	$742	$117.65	$94.06 - $128.78
Q3 2022	5,648	$604	$105.62	$96.10 - $114.36
Q2 2022	5,669	$639	$113.02	$101.22 - $124.46
Q1 2022	5,742	$791	$133.66	$115.27 - $153.80
Q4 2021	5,746	$910	$147.83	$136.71 - $155.72
Q3 2021	5,840	$959	$140.29	$130.40 - $151.51
Q2 2021	5,839	$908	$139.74	$130.53 - $148.99
Q1 2021	5,838	$890	$127.25	$109.49 - $143.03
Q4 2020	5,737	$757	$98.14	$82.75 - $111.83
Q3 2020	5,786	$557	$85.44	$79.00 - $92.62
Q2 2020	3,759	$354	$81.74	$70.76 - $99.77
Q1 2020	3,759	$355	$103.61	$65.60 - $120.06
Q4 2019	3,650	$509	$108.67	$93.67 - $118.72