JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Evelyn Partners Investment Management LLP's Holding History (CIK: 0002065206)

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

Q4 2025
Shares 270,892 Value ($000) $87,287 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 275,102 Value ($000) $86,775 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 277,925 Value ($000) $80,573 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 251,310 Value ($000) $61,646 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 229,458 Value ($000) $55,003 Avg Close $228.03 Range $198.89 - $249.04