MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

JPMORGAN CHASE & CO's Holding History (CIK: 0000019617)

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

Q4 2025

Shares 365,560 Value ($000) $79,440 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 318,478 Value ($000) $73,891 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 236,324 Value ($000) $74,191 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 200,763 Value ($000) $60,203 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 190,655 Value ($000) $64,205 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 202,140 Value ($000) $64,507 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 244,017 Value ($000) $72,192 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 263,212 Value ($000) $81,167 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 272,523 Value ($000) $78,007 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 343,564 Value ($000) $80,476 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 773,416 Value ($000) $151,644 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 871,362 Value ($000) $176,911 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 834,364 Value ($000) $181 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 795,328 Value ($000) $168,863 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 787,356 Value ($000) $190,407 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 733,609 Value ($000) $200,402 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 576,347 Value ($000) $197,104 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 478,474 Value ($000) $123,938 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 553,596 Value ($000) $142,335 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 597,167 Value ($000) $134,387 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 681,234 Value ($000) $157,754 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 828,027 Value ($000) $131,904 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 825,420 Value ($000) $116,360 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 791,174 Value ($000) $91,974 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 713,620 Value ($000) $107,978 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 687,598 Value ($000) $100,486 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 681,154 Value ($000) $97,555 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 669,927 Value ($000) $84,405 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 636,469 Value ($000) $69,909 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 587,395 Value ($000) $73,954 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 647,787 Value ($000) $83,080 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 851,087 Value ($000) $81,295 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 885,853 Value ($000) $85,902 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 1,011,762 Value ($000) $85,940 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 1,303,386 Value ($000) $102,106 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 1,399,708 Value ($000) $110,018 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 1,279,725 Value ($000) $94,136 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 967,987 Value ($000) $76,732 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 816,777 Value ($000) $66,797 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 744,989 Value ($000) $65,761 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 689,335 Value ($000) $55,429 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 705,972 Value ($000) $56,661 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 752,119 Value ($000) $59,830 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 737,453 Value ($000) $55,243 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 702,535 Value ($000) $45,461 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 645,325 Value ($000) $43,818 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 563,158 Value ($000) $40,441 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 504,783 Value ($000) $39,887 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 505,421 Value ($000) $39,469 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 498,757 Value ($000) $39,532 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 484,824 Value ($000) $37,613 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	365,560	$79,440	$216.57	$202.89 - $233.46
Q3 2025	318,478	$73,891	$266.56	$230.09 - $313.40
Q2 2025	236,324	$74,191	$296.03	$250.34 - $316.71
Q1 2025	200,763	$60,203	$314.89	$278.64 - $338.50
Q4 2024	190,655	$64,205	$341.38	$312.59 - $365.00
Q3 2024	202,140	$64,507	$310.75	$294.45 - $330.22
Q2 2024	244,017	$72,192	$295.99	$281.37 - $316.06
Q1 2024	263,212	$81,167	$288.05	$269.51 - $316.05
Q4 2023	272,523	$78,007	$260.56	$219.45 - $289.17
Q3 2023	343,564	$80,476	$225.76	$188.97 - $257.28
Q2 2023	773,416	$151,644	$198.02	$163.28 - $210.95
Q1 2023	871,362	$176,911	$219.87	$180.99 - $259.28
Q4 2022	834,364	$181	$227.96	$207.11 - $252.04
Q3 2022	795,328	$168,863	$237.81	$208.48 - $261.16
Q2 2022	787,356	$190,407	$252.01	$218.25 - $293.64
Q1 2022	733,609	$200,402	$282.62	$251.56 - $343.54
Q4 2021	576,347	$197,104	$309.54	$253.81 - $350.21
Q3 2021	478,474	$123,938	$262.72	$242.31 - $288.54
Q2 2021	553,596	$142,335	$242.63	$224.56 - $270.08
Q1 2021	597,167	$134,387	$234.34	$213.55 - $255.75
Q4 2020	681,234	$157,754	$198.64	$159.23 - $232.06
Q3 2020	828,027	$131,904	$157.98	$140.37 - $178.57
Q2 2020	825,420	$116,360	$141.17	$109.25 - $165.19
Q1 2020	791,174	$91,974	$144.90	$102.59 - $166.59
Q4 2019	713,620	$107,978	$153.53	$141.94 - $163.94
Q3 2019	687,598	$100,486	$153.95	$144.37 - $162.53
Q2 2019	681,154	$97,555	$138.03	$126.26 - $149.70
Q1 2019	669,927	$84,405	$120.22	$99.67 - $129.99
Q4 2018	636,469	$69,909	$117.21	$104.56 - $133.74
Q3 2018	587,395	$73,954	$134.79	$125.47 - $144.34
Q2 2018	647,787	$83,080	$114.36	$93.30 - $134.95
Q1 2018	851,087	$81,295	$96.16	$90.00 - $103.46
Q4 2017	885,853	$85,902	$90.03	$82.64 - $99.11
Q3 2017	1,011,762	$85,940	$81.52	$77.46 - $85.58
Q2 2017	1,303,386	$102,106	$75.47	$68.43 - $79.55
Q1 2017	1,399,708	$110,018	$77.78	$72.85 - $81.97
Q4 2016	1,279,725	$94,136	$73.51	$67.74 - $79.30
Q3 2016	967,987	$76,732	$82.20	$73.84 - $85.49
Q2 2016	816,777	$66,797	$83.58	$76.57 - $89.44
Q1 2016	744,989	$65,761	$79.71	$74.78 - $88.66
Q4 2015	689,335	$55,429	$81.02	$77.61 - $84.99
Q3 2015	705,972	$56,661	$81.64	$76.60 - $86.88
Q2 2015	752,119	$59,830	$76.58	$71.89 - $80.93
Q1 2015	737,453	$55,243	$70.94	$62.14 - $78.51
Q4 2014	702,535	$45,461	$66.23	$61.03 - $71.08
Q3 2014	645,325	$43,818	$68.45	$66.30 - $72.76
Q2 2014	563,158	$40,441	$73.12	$67.77 - $80.00
Q1 2014	504,783	$39,887	$79.64	$73.97 - $84.05
Q4 2013	505,421	$39,469	$79.53	$73.40 - $85.97
Q3 2013	498,757	$39,532	$77.30	$74.19 - $80.00
Q2 2013	484,824	$37,613	$69.29	$63.01 - $77.83