JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025

Shares 705 Value ($000) $227 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 701 Value ($000) $221 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 698 Value ($000) $202 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,560 Value ($000) $383 Avg Close $250.91 Range $220.72 - $275.86

Q1 2020

Shares 11,366 Value ($000) $1,023 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	705	$227	$309.53	$290.54 - $330.86
Q3 2025	701	$221	$295.93	$278.95 - $316.47
Q2 2025	698	$202	$252.67	$200.22 - $289.84
Q1 2025	1,560	$383	$250.91	$220.72 - $275.86
Q1 2020	11,366	$1,023	$103.61	$65.60 - $120.06