JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 272,424 Value ($000) $87,775 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 244,053 Value ($000) $76,982 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 255,261 Value ($000) $74,003 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 248,627 Value ($000) $60,988 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 331,875 Value ($000) $79,554 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 355,778 Value ($000) $75,019 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 362,246 Value ($000) $73,268 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 368,430 Value ($000) $73,796 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 324,830 Value ($000) $55,254 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 294,628 Value ($000) $42,727 Avg Close $142.31 Range $134.29 - $151.32