JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

JSF Financial, LLC's Holding History (CIK: 0001802224)

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

Q4 2025

Shares 10,084 Value ($000) $3,249 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,210 Value ($000) $3,221 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,328 Value ($000) $2,994 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,348 Value ($000) $2,293 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,347 Value ($000) $2,241 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,335 Value ($000) $1,968 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,248 Value ($000) $1,871 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,440 Value ($000) $1,891 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,672 Value ($000) $1,645 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,395 Value ($000) $1,508 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,680 Value ($000) $1,553 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 10,615 Value ($000) $1,383 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 10,596 Value ($000) $1,421 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,638 Value ($000) $1,112 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,627 Value ($000) $1,197 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 10,333 Value ($000) $1,409 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 9,884 Value ($000) $1,565 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,356 Value ($000) $1,695 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 9,528 Value ($000) $1,482 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,541 Value ($000) $1,452 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,810 Value ($000) $1,247 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,762 Value ($000) $940 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,186 Value ($000) $864 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 7,631 Value ($000) $687 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 6,399 Value ($000) $892 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 6,399 Value ($000) $753 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 6,399 Value ($000) $715 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 6,111 Value ($000) $619 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 6,111 Value ($000) $597 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,084	$3,249	$309.53	$290.54 - $330.86
Q3 2025	10,210	$3,221	$295.93	$278.95 - $316.47
Q2 2025	10,328	$2,994	$252.67	$200.22 - $289.84
Q1 2025	9,348	$2,293	$250.91	$220.72 - $275.86
Q4 2024	9,347	$2,241	$228.03	$198.89 - $249.04
Q3 2024	9,335	$1,968	$204.96	$185.80 - $219.46
Q2 2024	9,248	$1,871	$189.18	$173.46 - $199.28
Q1 2024	9,440	$1,891	$173.61	$158.11 - $193.16
Q4 2023	9,672	$1,645	$144.89	$129.30 - $163.25
Q3 2023	10,395	$1,508	$142.31	$134.29 - $151.32
Q2 2023	10,680	$1,553	$129.66	$119.02 - $137.67
Q1 2023	10,615	$1,383	$128.16	$115.18 - $135.05
Q4 2022	10,596	$1,421	$117.65	$94.06 - $128.78
Q3 2022	10,638	$1,112	$105.62	$96.10 - $114.36
Q2 2022	10,627	$1,197	$113.02	$101.22 - $124.46
Q1 2022	10,333	$1,409	$133.66	$115.27 - $153.80
Q4 2021	9,884	$1,565	$147.83	$136.71 - $155.72
Q3 2021	10,356	$1,695	$140.29	$130.40 - $151.51
Q2 2021	9,528	$1,482	$139.74	$130.53 - $148.99
Q1 2021	9,541	$1,452	$127.25	$109.49 - $143.03
Q4 2020	9,810	$1,247	$98.14	$82.75 - $111.83
Q3 2020	9,762	$940	$85.44	$79.00 - $92.62
Q2 2020	9,186	$864	$81.74	$70.76 - $99.77
Q1 2020	7,631	$687	$103.61	$65.60 - $120.06
Q4 2019	6,399	$892	$108.67	$93.67 - $118.72
Q3 2019	6,399	$753	$95.08	$87.73 - $101.23
Q2 2019	6,399	$715	$92.02	$84.61 - $97.81
Q1 2019	6,111	$619	$85.34	$78.85 - $89.81
Q4 2018	6,111	$597	$87.53	$74.88 - $96.00