JPMORGAN CHASE & CO

CUSIP: 46634E114 Class: *W EXP 10/28/201

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

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

Q2 2017
Shares 19,590 Value ($000) $985 Avg Close — Range —
Q1 2017
Shares 109,386 Value ($000) $5,066 Avg Close — Range —
Q4 2016
Shares 315,962 Value ($000) $13,988 Avg Close — Range —
Q3 2016
Shares 597,843 Value ($000) $14,725 Avg Close — Range —
Q2 2016
Shares 613,595 Value ($000) $12,272 Avg Close — Range —
Q1 2016
Shares 617,843 Value ($000) $10,936 Avg Close — Range —
Q4 2015
Shares 628,215 Value ($000) $14,882 Avg Close — Range —
Q3 2015
Shares 630,865 Value ($000) $12,561 Avg Close — Range —
Q2 2015
Shares 627,138 Value ($000) $15,522 Avg Close — Range —
Q1 2015
Shares 623,140 Value ($000) $14,712 Avg Close — Range —
Q4 2014
Shares 622,000 Value ($000) $12,938 Avg Close — Range —
Q3 2014
Shares 541,000 Value ($000) $10,880 Avg Close — Range —
Q2 2014
Shares 557,251 Value ($000) $10,772 Avg Close — Range —
Q1 2014
Shares 558,251 Value ($000) $11,277 Avg Close — Range —
Q4 2013
Shares 566,076 Value ($000) $10,976 Avg Close — Range —
Q3 2013
Shares 743,276 Value ($000) $12,457 Avg Close — Range —
Q2 2013
Shares 720,676 Value ($000) $11,243 Avg Close — Range —