JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LIBERTY ONE INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0001807328)

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

Q4 2025

Shares 13,937 Value ($000) $4,491 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 26,149 Value ($000) $8,248 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 20,013 Value ($000) $5,802 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 22,509 Value ($000) $5,522 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 22,376 Value ($000) $5,364 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 21,667 Value ($000) $4,569 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 20,725 Value ($000) $4 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 22,306 Value ($000) $4,468 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 21,525 Value ($000) $3,661 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 20,584 Value ($000) $2,985 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 19,736 Value ($000) $2,870 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 18,987 Value ($000) $2,474 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 17,322 Value ($000) $2,323 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 16,031 Value ($000) $1,675 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,536 Value ($000) $1,950 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 13,275 Value ($000) $1,810 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 12,599 Value ($000) $1,995 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 12,282 Value ($000) $2,010 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,536 Value ($000) $1,950 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 12,437 Value ($000) $1,893 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 12,272 Value ($000) $1,559 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 11,371 Value ($000) $1,095 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 10,596 Value ($000) $997 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 10,145 Value ($000) $913 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 9,869 Value ($000) $1,376 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,937	$4,491	$309.53	$290.54 - $330.86
Q3 2025	26,149	$8,248	$295.93	$278.95 - $316.47
Q2 2025	20,013	$5,802	$252.67	$200.22 - $289.84
Q1 2025	22,509	$5,522	$250.91	$220.72 - $275.86
Q4 2024	22,376	$5,364	$228.03	$198.89 - $249.04
Q3 2024	21,667	$4,569	$204.96	$185.80 - $219.46
Q2 2024	20,725	$4	$189.18	$173.46 - $199.28
Q1 2024	22,306	$4,468	$173.61	$158.11 - $193.16
Q4 2023	21,525	$3,661	$144.89	$129.30 - $163.25
Q3 2023	20,584	$2,985	$142.31	$134.29 - $151.32
Q2 2023	19,736	$2,870	$129.66	$119.02 - $137.67
Q1 2023	18,987	$2,474	$128.16	$115.18 - $135.05
Q4 2022	17,322	$2,323	$117.65	$94.06 - $128.78
Q3 2022	16,031	$1,675	$105.62	$96.10 - $114.36
Q2 2022	12,536	$1,950	$113.02	$101.22 - $124.46
Q1 2022	13,275	$1,810	$133.66	$115.27 - $153.80
Q4 2021	12,599	$1,995	$147.83	$136.71 - $155.72
Q3 2021	12,282	$2,010	$140.29	$130.40 - $151.51
Q2 2021	12,536	$1,950	$139.74	$130.53 - $148.99
Q1 2021	12,437	$1,893	$127.25	$109.49 - $143.03
Q4 2020	12,272	$1,559	$98.14	$82.75 - $111.83
Q3 2020	11,371	$1,095	$85.44	$79.00 - $92.62
Q2 2020	10,596	$997	$81.74	$70.76 - $99.77
Q1 2020	10,145	$913	$103.61	$65.60 - $120.06
Q4 2019	9,869	$1,376	$108.67	$93.67 - $118.72