JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

McCarthy & Cox's Holding History (CIK: 0002020726)

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

Q3 2025

Shares 3,269 Value ($000) $1,031 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,451 Value ($000) $1,001 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,632 Value ($000) $891 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,734 Value ($000) $895 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,023 Value ($000) $848 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,786 Value ($000) $361 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,744 Value ($000) $349 Avg Close $173.61 Range $158.11 - $193.16

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	3,269	$1,031	$295.93	$278.95 - $316.47
Q2 2025	3,451	$1,001	$252.67	$200.22 - $289.84
Q1 2025	3,632	$891	$250.91	$220.72 - $275.86
Q4 2024	3,734	$895	$228.03	$198.89 - $249.04
Q3 2024	4,023	$848	$204.96	$185.80 - $219.46
Q2 2024	1,786	$361	$189.18	$173.46 - $199.28
Q1 2024	1,744	$349	$173.61	$158.11 - $193.16