JPMORGAN CHASE & CO

CUSIP: 46625H365 Class: ALERIAN ML ETN

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q1 2024
Shares 81,515 Value ($000) $2,322 Avg Close — Range —
Q4 2023
Shares 427,285 Value ($000) $10,836 Avg Close — Range —
Q3 2023
Shares 435,787 Value ($000) $10,764 Avg Close — Range —
Q2 2023
Shares 444,992 Value ($000) $10,195 Avg Close — Range —
Q1 2023
Shares 450,024 Value ($000) $9,986 Avg Close — Range —
Q4 2022
Shares 451,461 Value ($000) $9,819 Avg Close — Range —
Q3 2022
Shares 452,746 Value ($000) $9,082 Avg Close — Range —
Q2 2022
Shares 450,091 Value ($000) $8,534 Avg Close — Range —
Q1 2022
Shares 481,275 Value ($000) $10,063 Avg Close — Range —
Q4 2021
Shares 470,033 Value ($000) $8,371 Avg Close — Range —
Q3 2021
Shares 458,394 Value ($000) $8,329 Avg Close — Range —
Q2 2021
Shares 417,407 Value ($000) $8,202 Avg Close — Range —
Q1 2021
Shares 395,240 Value ($000) $6,557 Avg Close — Range —