JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Prudent Man Advisors, LLC's Holding History (CIK: 0001817174)

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

Q4 2025
Shares 13,461 Value ($000) $4,337 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 13,705 Value ($000) $4,323 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 19,019 Value ($000) $5,514 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 17,132 Value ($000) $4,202 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 16,651 Value ($000) $3,991 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 18,444 Value ($000) $3,889 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 20,381 Value ($000) $4,122 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 19,592 Value ($000) $3,924 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 20,752 Value ($000) $3,530 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 20,075 Value ($000) $2,911 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 17,388 Value ($000) $3 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 17,811 Value ($000) $2 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 13,803 Value ($000) $2 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 12,009 Value ($000) $1,255 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 11,768 Value ($000) $1,325 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 11,908 Value ($000) $1,623 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,446 Value ($000) $1,021 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 7,479 Value ($000) $1,224 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 7,472 Value ($000) $1,162 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 7,496 Value ($000) $1,141 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 7,210 Value ($000) $916 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,528 Value ($000) $725 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,273 Value ($000) $684 Avg Close $81.74 Range $70.76 - $99.77