JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 9,516,745 Value ($000) $1,034,602 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 3,194,614 Value ($000) $1,000,726 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,386,661 Value ($000) $981,828 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,345,572 Value ($000) $820,671 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,526,963 Value ($000) $838,513 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,695,331 Value ($000) $779,198 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,602,990 Value ($000) $728,782 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,660,025 Value ($000) $733,059 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 3,532,454 Value ($000) $600,871 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,974,008 Value ($000) $431,288 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 3,010,152 Value ($000) $437,793 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,662,987 Value ($000) $347,098 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,043,654 Value ($000) $274,094 Avg Close $117.65 Range $94.06 - $128.78