JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CARY STREET PARTNERS FINANCIAL LLC's Holding History (CIK: 0001475045)

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

Q4 2025

Shares 107,788 Value ($000) $34,732 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 107,276 Value ($000) $33,838 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 108,068 Value ($000) $31,330 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 104,605 Value ($000) $25,660 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 105,978 Value ($000) $25,404 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	107,788	$34,732	$309.53	$290.54 - $330.86
Q3 2025	107,276	$33,838	$295.93	$278.95 - $316.47
Q2 2025	108,068	$31,330	$252.67	$200.22 - $289.84
Q1 2025	104,605	$25,660	$250.91	$220.72 - $275.86
Q4 2024	105,978	$25,404	$228.03	$198.89 - $249.04