JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2025

Shares 1,053 Value ($000) $339 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 1,107 Value ($000) $349 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 2,897 Value ($000) $840 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,026 Value ($000) $252 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 983 Value ($000) $236 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 983 Value ($000) $207 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 996 Value ($000) $201 Avg Close $189.18 Range $173.46 - $199.28

Q4 2021

Shares 1,288 Value ($000) $204 Avg Close $147.83 Range $136.71 - $155.72

Q2 2021

Shares 10,983 Value ($000) $1,708 Avg Close $139.74 Range $130.53 - $148.99

Q4 2019

Shares 19,598 Value ($000) $2,610 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 23,242 Value ($000) $2,650 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 19,030 Value ($000) $2,160 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 18,430 Value ($000) $1,866 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 17,985 Value ($000) $1,747 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 18,132 Value ($000) $2,046 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 16,649 Value ($000) $1,918 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 16,711 Value ($000) $1,855 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 19,675 Value ($000) $2,146 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 19,532 Value ($000) $1,897 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 18,548 Value ($000) $1,726 Avg Close $68.54 Range $64.85 - $73.60

Q4 2015

Shares 27,078 Value ($000) $1,597 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 27,720 Value ($000) $1,690 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 29,561 Value ($000) $1,986 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 1,063 Value ($000) $64 Avg Close $44.28 Range $40.58 - $47.07

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,053	$339	$309.53	$290.54 - $330.86
Q3 2025	1,107	$349	$295.93	$278.95 - $316.47
Q2 2025	2,897	$840	$252.67	$200.22 - $289.84
Q1 2025	1,026	$252	$250.91	$220.72 - $275.86
Q4 2024	983	$236	$228.03	$198.89 - $249.04
Q3 2024	983	$207	$204.96	$185.80 - $219.46
Q2 2024	996	$201	$189.18	$173.46 - $199.28
Q4 2021	1,288	$204	$147.83	$136.71 - $155.72
Q2 2021	10,983	$1,708	$139.74	$130.53 - $148.99
Q4 2019	19,598	$2,610	$108.67	$93.67 - $118.72
Q3 2019	23,242	$2,650	$95.08	$87.73 - $101.23
Q2 2019	19,030	$2,160	$92.02	$84.61 - $97.81
Q1 2019	18,430	$1,866	$85.34	$78.85 - $89.81
Q4 2018	17,985	$1,747	$87.53	$74.88 - $96.00
Q3 2018	18,132	$2,046	$92.63	$83.41 - $97.31
Q2 2018	16,649	$1,918	$89.02	$83.70 - $93.47
Q1 2018	16,711	$1,855	$91.43	$83.98 - $96.37
Q4 2017	19,675	$2,146	$81.33	$76.25 - $87.14
Q3 2017	19,532	$1,897	$73.66	$70.35 - $76.59
Q2 2017	18,548	$1,726	$68.54	$64.85 - $73.60
Q4 2015	27,078	$1,597	$49.68	$44.66 - $52.67
Q3 2015	27,720	$1,690	$49.62	$37.93 - $53.49
Q2 2015	29,561	$1,986	$49.14	$44.89 - $52.55
Q1 2015	1,063	$64	$44.28	$40.58 - $47.07