JPMORGAN CHASE FINL CO LLC

Ticker: AMJB CUSIP: 48133Q309 Class: CAL LKD 44

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

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

Q4 2025
Shares 368,629 Value ($000) $11,026 Avg Close — Range —
Q3 2025
Shares 375,265 Value ($000) $11,078 Avg Close — Range —
Q2 2025
Shares 379,381 Value ($000) $11,480 Avg Close — Range —
Q1 2025
Shares 386,637 Value ($000) $12,558 Avg Close — Range —
Q4 2024
Shares 393,485 Value ($000) $11,612 Avg Close — Range —
Q3 2024
Shares 403,362 Value ($000) $11,480 Avg Close — Range —
Q2 2024
Shares 412,967 Value ($000) $11,951 Avg Close — Range —