PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

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

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

Q4 2025

Shares 1,067,815 Value ($000) $94,192 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 977,625 Value ($000) $81,058 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 1,023,850 Value ($000) $81,328 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 1,269,676 Value ($000) $107,123 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 1,979,558 Value ($000) $153,238 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 2,424,752 Value ($000) $208,286 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 2,316,574 Value ($000) $181,735 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 2,257,328 Value ($000) $194,830 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 404,661 Value ($000) $31,835 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 490,529 Value ($000) $35,352 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 473,407 Value ($000) $35,903 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 481,562 Value ($000) $35,790 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 418,439 Value ($000) $35 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 434,325 Value ($000) $31,338 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 418,303 Value ($000) $27,938 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 381,404 Value ($000) $27,999 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 382,328 Value ($000) $27,654 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 411,705 Value ($000) $26,514 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 436,287 Value ($000) $27,569 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 409,119 Value ($000) $24,530 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 422,833 Value ($000) $20,976 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 355,549 Value ($000) $14,243 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 497,261 Value ($000) $20,657 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 1,436,323 Value ($000) $45,014 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 1,294,009 Value ($000) $71,169 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 1,408,799 Value ($000) $80,498 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 1,626,689 Value ($000) $92,394 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 2,559,687 Value ($000) $128,473 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 5,189,207 Value ($000) $229,207 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 8,592,328 Value ($000) $503,426 Avg Close $41.75 Range $39.13 - $45.36

Q2 2018

Shares 9,804,493 Value ($000) $519,148 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 1,780,869 Value ($000) $108,473 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 412,923 Value ($000) $29,135 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 343,644 Value ($000) $21,992 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 522,741 Value ($000) $33,492 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 711,538 Value ($000) $44,906 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 790,041 Value ($000) $45,709 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 665,711 Value ($000) $34,289 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 866,811 Value ($000) $35,636 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 642,374 Value ($000) $25,341 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 621,670 Value ($000) $27,964 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 548,927 Value ($000) $25,986 Avg Close $35.23 Range $28.49 - $39.36

Q2 2015

Shares 1,309,950 Value ($000) $67,188 Avg Close $35.02 Range $33.55 - $36.24

Q1 2015

Shares 604,921 Value ($000) $31,076 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 615,205 Value ($000) $31,954 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 700,455 Value ($000) $36,754 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 408,665 Value ($000) $20,630 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 423,730 Value ($000) $19,489 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 690,248 Value ($000) $34,036 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 710,085 Value ($000) $30,405 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 645,215 Value ($000) $24,163 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,067,815	$94,192	$83.87	$77.17 - $92.10
Q3 2025	977,625	$81,058	$78.65	$73.57 - $82.86
Q2 2025	1,023,850	$81,328	$74.81	$66.44 - $83.99
Q1 2025	1,269,676	$107,123	$80.24	$73.13 - $86.94
Q4 2024	1,979,558	$153,238	$80.65	$71.74 - $87.80
Q3 2024	2,424,752	$208,286	$76.60	$68.32 - $83.50
Q2 2024	2,316,574	$181,735	$76.36	$71.87 - $81.40
Q1 2024	2,257,328	$194,830	$74.77	$70.34 - $81.38
Q4 2023	404,661	$31,835	$66.95	$61.01 - $74.62
Q3 2023	490,529	$35,352	$71.08	$65.96 - $77.34
Q2 2023	473,407	$35,903	$65.46	$59.54 - $70.14
Q1 2023	481,562	$35,790	$76.24	$61.43 - $84.21
Q4 2022	418,439	$35	$76.60	$63.98 - $85.66
Q3 2022	434,325	$31,338	$63.59	$53.91 - $71.08
Q2 2022	418,303	$27,938	$61.74	$54.73 - $67.59
Q1 2022	381,404	$27,999	$62.90	$55.77 - $69.64
Q4 2021	382,328	$27,654	$60.13	$55.15 - $64.05
Q3 2021	411,705	$26,514	$54.80	$49.91 - $58.19
Q2 2021	436,287	$27,569	$54.06	$50.22 - $57.29
Q1 2021	409,119	$24,530	$46.72	$39.67 - $52.22
Q4 2020	422,833	$20,976	$37.97	$30.95 - $44.00
Q3 2020	355,549	$14,243	$34.89	$30.57 - $38.63
Q2 2020	497,261	$20,657	$29.50	$20.74 - $40.21
Q1 2020	1,436,323	$45,014	$37.70	$18.74 - $45.40
Q4 2019	1,294,009	$71,169	$43.18	$41.15 - $45.39
Q3 2019	1,408,799	$80,498	$43.94	$40.43 - $47.31
Q2 2019	1,626,689	$92,394	$42.59	$39.04 - $45.56
Q1 2019	2,559,687	$128,473	$37.93	$32.97 - $41.01
Q4 2018	5,189,207	$229,207	$37.23	$30.82 - $46.09
Q3 2018	8,592,328	$503,426	$41.75	$39.13 - $45.36
Q2 2018	9,804,493	$519,148	$43.12	$39.07 - $45.93
Q1 2018	1,780,869	$108,473	$48.41	$42.64 - $55.46
Q4 2017	412,923	$29,135	$50.32	$46.97 - $52.86
Q3 2017	343,644	$21,992	$46.64	$43.45 - $48.99
Q2 2017	522,741	$33,492	$45.66	$43.33 - $47.82
Q1 2017	711,538	$44,906	$43.60	$40.01 - $46.42
Q4 2016	790,041	$45,709	$39.76	$36.06 - $43.73
Q3 2016	665,711	$34,289	$32.91	$27.26 - $36.60
Q2 2016	866,811	$35,636	$29.45	$26.69 - $31.45
Q1 2016	642,374	$25,341	$26.59	$22.79 - $30.52
Q4 2015	621,670	$27,964	$33.45	$30.06 - $35.70
Q3 2015	548,927	$25,986	$35.23	$28.49 - $39.36
Q2 2015	1,309,950	$67,188	$35.02	$33.55 - $36.24
Q1 2015	604,921	$31,076	$33.68	$30.77 - $35.22
Q4 2014	615,205	$31,954	$34.51	$30.89 - $36.24
Q3 2014	700,455	$36,754	$34.61	$32.24 - $36.55
Q2 2014	408,665	$20,630	$30.95	$28.14 - $33.51
Q1 2014	423,730	$19,489	$29.89	$26.86 - $32.50
Q4 2013	690,248	$34,036	$30.85	$26.88 - $33.06
Q3 2013	710,085	$30,405	$26.93	$23.68 - $28.96
Q2 2013	645,215	$24,163	$23.49	$20.88 - $25.17