JPMORGAN CHASE FINL CO LLC

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

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

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

Q4 2025
Shares 92,000 Value ($000) $2,752 Avg Close — Range —
Q3 2025
Shares 92,000 Value ($000) $2,716 Avg Close — Range —
Q2 2025
Shares 92,000 Value ($000) $2,784 Avg Close — Range —
Q1 2025
Shares 92,000 Value ($000) $2,988 Avg Close — Range —
Q4 2024
Shares 92,000 Value ($000) $2,715 Avg Close — Range —
Q3 2024
Shares 92,000 Value ($000) $2,618 Avg Close — Range —
Q2 2024
Shares 92,000 Value ($000) $2,662 Avg Close — Range —