JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Emerald Advisors, LLC's Holding History (CIK: 0001802611)

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

Q4 2025

Shares 4,021 Value ($000) $1,296 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,031 Value ($000) $1,272 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,913 Value ($000) $1,134 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,793 Value ($000) $930 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,211 Value ($000) $770 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 3,195 Value ($000) $720 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 3,133 Value ($000) $634 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 3,612 Value ($000) $724 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 3,162 Value ($000) $538 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 3,110 Value ($000) $451 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 3,105 Value ($000) $452 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 3,002 Value ($000) $391 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,112 Value ($000) $417 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 3,675 Value ($000) $384 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 3,655 Value ($000) $412 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 4,075 Value ($000) $556 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 3,969 Value ($000) $629 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,103 Value ($000) $672 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 3,975 Value ($000) $618 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,965 Value ($000) $908 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,902 Value ($000) $750 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,193 Value ($000) $500 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 5,065 Value ($000) $476 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 5,981 Value ($000) $554 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,381 Value ($000) $446 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,021	$1,296	$309.53	$290.54 - $330.86
Q3 2025	4,031	$1,272	$295.93	$278.95 - $316.47
Q2 2025	3,913	$1,134	$252.67	$200.22 - $289.84
Q1 2025	3,793	$930	$250.91	$220.72 - $275.86
Q4 2024	3,211	$770	$228.03	$198.89 - $249.04
Q3 2024	3,195	$720	$204.96	$185.80 - $219.46
Q2 2024	3,133	$634	$189.18	$173.46 - $199.28
Q1 2024	3,612	$724	$173.61	$158.11 - $193.16
Q4 2023	3,162	$538	$144.89	$129.30 - $163.25
Q3 2023	3,110	$451	$142.31	$134.29 - $151.32
Q2 2023	3,105	$452	$129.66	$119.02 - $137.67
Q1 2023	3,002	$391	$128.16	$115.18 - $135.05
Q4 2022	3,112	$417	$117.65	$94.06 - $128.78
Q3 2022	3,675	$384	$105.62	$96.10 - $114.36
Q2 2022	3,655	$412	$113.02	$101.22 - $124.46
Q1 2022	4,075	$556	$133.66	$115.27 - $153.80
Q4 2021	3,969	$629	$147.83	$136.71 - $155.72
Q3 2021	4,103	$672	$140.29	$130.40 - $151.51
Q2 2021	3,975	$618	$139.74	$130.53 - $148.99
Q1 2021	5,965	$908	$127.25	$109.49 - $143.03
Q4 2020	5,902	$750	$98.14	$82.75 - $111.83
Q3 2020	5,193	$500	$85.44	$79.00 - $92.62
Q2 2020	5,065	$476	$81.74	$70.76 - $99.77
Q1 2020	5,981	$554	$103.61	$65.60 - $120.06
Q4 2019	3,381	$446	$108.67	$93.67 - $118.72