JPMORGAN CHASE & CO

CUSIP: 46625h100 Class: cs

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2017
Shares 687,792 Value ($000) $74,137 Avg Close — Range —
Q3 2016
Shares 717,677 Value ($000) $47,790 Avg Close — Range —
Q4 2014
Shares 592,497 Value ($000) $37,078 Avg Close — Range —
Q3 2014
Shares 535,514 Value ($000) $32,259 Avg Close — Range —