JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

American Trust's Holding History (CIK: 0001905128)

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

Q4 2025
Shares 37,295 Value ($000) $12,017 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 37,325 Value ($000) $11,773 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 37,250 Value ($000) $10,799 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 36,342 Value ($000) $8,915 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 36,603 Value ($000) $8,774 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 36,628 Value ($000) $7,723 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 41,547 Value ($000) $8,403 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 42,592 Value ($000) $8,531 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 45,157 Value ($000) $7,681 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 44,873 Value ($000) $6,507 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 49,089 Value ($000) $7,140 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 49,632 Value ($000) $6,468 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 51,590 Value ($000) $6,918 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 52,067 Value ($000) $5,442 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 55,149 Value ($000) $6,211 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 55,075 Value ($000) $7,508 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 51,774 Value ($000) $8,198 Avg Close $147.83 Range $136.71 - $155.72