JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 321,602 Value ($000) $103,627 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 295,818 Value ($000) $93,310 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 297,568 Value ($000) $86,268 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 299,541 Value ($000) $73,477 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 302,573 Value ($000) $72,530 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 298,812 Value ($000) $63,008 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 296,690 Value ($000) $60,009 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 294,554 Value ($000) $58,999 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 289,386 Value ($000) $49,225 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 270,772 Value ($000) $39,267 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 261,964 Value ($000) $38,100 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 240,757 Value ($000) $31,373 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 236,189 Value ($000) $31,673 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 233,740 Value ($000) $24,426 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 230,425 Value ($000) $25,948 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 299,923 Value ($000) $40,886 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 301,839 Value ($000) $47,796 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 294,256 Value ($000) $48,167 Avg Close $140.29 Range $130.40 - $151.51