JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Marotta Asset Management's Holding History (CIK: 0001802091)

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

Q4 2025
Shares 1,390 Value ($000) $448 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,390 Value ($000) $432 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,390 Value ($000) $403 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,579 Value ($000) $544 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,305 Value ($000) $553 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,579 Value ($000) $544 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,602 Value ($000) $535 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,005 Value ($000) $402 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,460 Value ($000) $418 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,460 Value ($000) $357 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,422 Value ($000) $352 Avg Close $129.66 Range $119.02 - $137.67
Q4 2022
Shares 2,422 Value ($000) $325 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,565 Value ($000) $268,043 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,565 Value ($000) $292,538 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 2,825 Value ($000) $385,104 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 2,685 Value ($000) $425,170 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 2,685 Value ($000) $439,508 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 2,685 Value ($000) $421,760 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 2,454 Value ($000) $377,204 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 2,354 Value ($000) $299,123 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 2,604 Value ($000) $250,687 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 2,604 Value ($000) $244,932 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 2,805 Value ($000) $236,630 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 2,805 Value ($000) $374,103 Avg Close $108.67 Range $93.67 - $118.72