JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

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

Q4 2025

Shares 770 Value ($000) $248 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 827 Value ($000) $261 Avg Close $295.93 Range $278.95 - $316.47

Q4 2024

Shares 713 Value ($000) $171 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 777 Value ($000) $164 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 946 Value ($000) $191 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 347 Value ($000) $70 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 293 Value ($000) $50 Avg Close $144.89 Range $129.30 - $163.25

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	770	$248	$309.53	$290.54 - $330.86
Q3 2025	827	$261	$295.93	$278.95 - $316.47
Q4 2024	713	$171	$228.03	$198.89 - $249.04
Q3 2024	777	$164	$204.96	$185.80 - $219.46
Q2 2024	946	$191	$189.18	$173.46 - $199.28
Q1 2024	347	$70	$173.61	$158.11 - $193.16
Q4 2023	293	$50	$144.89	$129.30 - $163.25