JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025

Shares 10,544 Value ($000) $3,398 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,543 Value ($000) $3,326 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,719 Value ($000) $2,818 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,715 Value ($000) $2,383 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,711 Value ($000) $2,328 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,129 Value ($000) $1,925 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,126 Value ($000) $1,846 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,121 Value ($000) $1,827 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,214 Value ($000) $1,567 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,158 Value ($000) $1,328 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 9,175 Value ($000) $1,334 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,170 Value ($000) $1,195 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,166 Value ($000) $1,229 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 9,354 Value ($000) $978 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,389 Value ($000) $607 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,389 Value ($000) $735 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 5,031 Value ($000) $797 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 5,031 Value ($000) $824 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 4,850 Value ($000) $754 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 753,995 Value ($000) $5 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,083 Value ($000) $519 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,740 Value ($000) $360 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,582 Value ($000) $337 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,582 Value ($000) $322 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,208 Value ($000) $447 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,544	$3,398	$309.53	$290.54 - $330.86
Q3 2025	10,543	$3,326	$295.93	$278.95 - $316.47
Q2 2025	9,719	$2,818	$252.67	$200.22 - $289.84
Q1 2025	9,715	$2,383	$250.91	$220.72 - $275.86
Q4 2024	9,711	$2,328	$228.03	$198.89 - $249.04
Q3 2024	9,129	$1,925	$204.96	$185.80 - $219.46
Q2 2024	9,126	$1,846	$189.18	$173.46 - $199.28
Q1 2024	9,121	$1,827	$173.61	$158.11 - $193.16
Q4 2023	9,214	$1,567	$144.89	$129.30 - $163.25
Q3 2023	9,158	$1,328	$142.31	$134.29 - $151.32
Q2 2023	9,175	$1,334	$129.66	$119.02 - $137.67
Q1 2023	9,170	$1,195	$128.16	$115.18 - $135.05
Q4 2022	9,166	$1,229	$117.65	$94.06 - $128.78
Q3 2022	9,354	$978	$105.62	$96.10 - $114.36
Q2 2022	5,389	$607	$113.02	$101.22 - $124.46
Q1 2022	5,389	$735	$133.66	$115.27 - $153.80
Q4 2021	5,031	$797	$147.83	$136.71 - $155.72
Q3 2021	5,031	$824	$140.29	$130.40 - $151.51
Q2 2021	4,850	$754	$139.74	$130.53 - $148.99
Q1 2021	753,995	$5	$127.25	$109.49 - $143.03
Q4 2020	4,083	$519	$98.14	$82.75 - $111.83
Q3 2020	3,740	$360	$85.44	$79.00 - $92.62
Q2 2020	3,582	$337	$81.74	$70.76 - $99.77
Q1 2020	3,582	$322	$103.61	$65.60 - $120.06
Q4 2019	3,208	$447	$108.67	$93.67 - $118.72