JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025

Shares 21,595 Value ($000) $6,958 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 21,102 Value ($000) $6,557 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 23,233 Value ($000) $6,735 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 23,253 Value ($000) $5,704 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 23,095 Value ($000) $5,536 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 23,034 Value ($000) $4,857 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 23,001 Value ($000) $4,652 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 22,752 Value ($000) $4,557 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 22,740 Value ($000) $3,868 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 19,000 Value ($000) $2,755 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 18,975 Value ($000) $2,760 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 18,994 Value ($000) $2,475 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 19,464 Value ($000) $2,034 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 19,464 Value ($000) $2,034 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 17,870 Value ($000) $2,038 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 16,308 Value ($000) $2,223 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 17,680 Value ($000) $2,800 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 17,551 Value ($000) $2,873 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 17,590 Value ($000) $2,670 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 17,190 Value ($000) $2,617 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 17,020 Value ($000) $2,163 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 16,954 Value ($000) $1,632 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 16,952 Value ($000) $1,577 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 17,098 Value ($000) $1,599 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 18,757 Value ($000) $2,615 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,595	$6,958	$309.53	$290.54 - $330.86
Q3 2025	21,102	$6,557	$295.93	$278.95 - $316.47
Q2 2025	23,233	$6,735	$252.67	$200.22 - $289.84
Q1 2025	23,253	$5,704	$250.91	$220.72 - $275.86
Q4 2024	23,095	$5,536	$228.03	$198.89 - $249.04
Q3 2024	23,034	$4,857	$204.96	$185.80 - $219.46
Q2 2024	23,001	$4,652	$189.18	$173.46 - $199.28
Q1 2024	22,752	$4,557	$173.61	$158.11 - $193.16
Q4 2023	22,740	$3,868	$144.89	$129.30 - $163.25
Q3 2023	19,000	$2,755	$142.31	$134.29 - $151.32
Q2 2023	18,975	$2,760	$129.66	$119.02 - $137.67
Q1 2023	18,994	$2,475	$128.16	$115.18 - $135.05
Q4 2022	19,464	$2,034	$117.65	$94.06 - $128.78
Q3 2022	19,464	$2,034	$105.62	$96.10 - $114.36
Q2 2022	17,870	$2,038	$113.02	$101.22 - $124.46
Q1 2022	16,308	$2,223	$133.66	$115.27 - $153.80
Q4 2021	17,680	$2,800	$147.83	$136.71 - $155.72
Q3 2021	17,551	$2,873	$140.29	$130.40 - $151.51
Q2 2021	17,590	$2,670	$139.74	$130.53 - $148.99
Q1 2021	17,190	$2,617	$127.25	$109.49 - $143.03
Q4 2020	17,020	$2,163	$98.14	$82.75 - $111.83
Q3 2020	16,954	$1,632	$85.44	$79.00 - $92.62
Q2 2020	16,952	$1,577	$81.74	$70.76 - $99.77
Q1 2020	17,098	$1,599	$103.61	$65.60 - $120.06
Q4 2019	18,757	$2,615	$108.67	$93.67 - $118.72