JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HARRELL INVESTMENT PARTNERS, LLC's Holding History (CIK: 0001802882)

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

Q4 2025

Shares 50,982 Value ($000) $16,428 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 52,645 Value ($000) $16,606 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 55,277 Value ($000) $16,025 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 53,571 Value ($000) $13,141 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 53,173 Value ($000) $12,746 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 56,302 Value ($000) $11,872 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 58,245 Value ($000) $11,781 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 59,942 Value ($000) $12,006 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 61,369 Value ($000) $10,439 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 60,112 Value ($000) $8,642 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 57,153 Value ($000) $8,312 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 56,574 Value ($000) $7,381 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 52,958 Value ($000) $7,102 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 50,544 Value ($000) $5,282 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 49,181 Value ($000) $5,538 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 46,475 Value ($000) $6,335 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 45,083 Value ($000) $7,139 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 43,767 Value ($000) $7,164 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 42,000 Value ($000) $6,533 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 39,257 Value ($000) $5,976 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 38,943 Value ($000) $4,948 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 42,722 Value ($000) $4,112 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 45,823 Value ($000) $4,310 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 41,150 Value ($000) $3,705 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 38,703 Value ($000) $5,395 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	50,982	$16,428	$309.53	$290.54 - $330.86
Q3 2025	52,645	$16,606	$295.93	$278.95 - $316.47
Q2 2025	55,277	$16,025	$252.67	$200.22 - $289.84
Q1 2025	53,571	$13,141	$250.91	$220.72 - $275.86
Q4 2024	53,173	$12,746	$228.03	$198.89 - $249.04
Q3 2024	56,302	$11,872	$204.96	$185.80 - $219.46
Q2 2024	58,245	$11,781	$189.18	$173.46 - $199.28
Q1 2024	59,942	$12,006	$173.61	$158.11 - $193.16
Q4 2023	61,369	$10,439	$144.89	$129.30 - $163.25
Q3 2023	60,112	$8,642	$142.31	$134.29 - $151.32
Q2 2023	57,153	$8,312	$129.66	$119.02 - $137.67
Q1 2023	56,574	$7,381	$128.16	$115.18 - $135.05
Q4 2022	52,958	$7,102	$117.65	$94.06 - $128.78
Q3 2022	50,544	$5,282	$105.62	$96.10 - $114.36
Q2 2022	49,181	$5,538	$113.02	$101.22 - $124.46
Q1 2022	46,475	$6,335	$133.66	$115.27 - $153.80
Q4 2021	45,083	$7,139	$147.83	$136.71 - $155.72
Q3 2021	43,767	$7,164	$140.29	$130.40 - $151.51
Q2 2021	42,000	$6,533	$139.74	$130.53 - $148.99
Q1 2021	39,257	$5,976	$127.25	$109.49 - $143.03
Q4 2020	38,943	$4,948	$98.14	$82.75 - $111.83
Q3 2020	42,722	$4,112	$85.44	$79.00 - $92.62
Q2 2020	45,823	$4,310	$81.74	$70.76 - $99.77
Q1 2020	41,150	$3,705	$103.61	$65.60 - $120.06
Q4 2019	38,703	$5,395	$108.67	$93.67 - $118.72