JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025

Shares 24,910 Value ($000) $8,027 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 25,822 Value ($000) $8,145 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 22,631 Value ($000) $6,561 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 26,340 Value ($000) $6,461 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 26,978 Value ($000) $6,467 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 27,785 Value ($000) $5,859 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 28,243 Value ($000) $5,712 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 28,882 Value ($000) $5,785 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 29,339 Value ($000) $4,991 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 29,258 Value ($000) $4,243 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 29,334 Value ($000) $4,266 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 29,718 Value ($000) $3,872 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 30,397 Value ($000) $4,076 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 30,874 Value ($000) $3,226 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 31,422 Value ($000) $3,538 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 30,552 Value ($000) $4,165 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 31,772 Value ($000) $5,031 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 32,027 Value ($000) $5,243 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 32,382 Value ($000) $5,037 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 33,088 Value ($000) $5,037 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 33,698 Value ($000) $4,282 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 33,967 Value ($000) $3,270 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 33,696 Value ($000) $3,169 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 33,030 Value ($000) $2,974 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 30,862 Value ($000) $4,302 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 31,181 Value ($000) $3,670 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 31,615 Value ($000) $3,568 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 32,342 Value ($000) $3,274 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 33,344 Value ($000) $3,255 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 31,754 Value ($000) $3,583 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 32,054 Value ($000) $3,340 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 32,602 Value ($000) $3,585 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 34,112 Value ($000) $3,648 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 34,136 Value ($000) $3,260 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 34,248 Value ($000) $3,130 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 34,938 Value ($000) $3,069 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 36,434 Value ($000) $3,144 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 38,338 Value ($000) $2,553 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 39,002 Value ($000) $2,424 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 44,918 Value ($000) $2,660 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 42,657 Value ($000) $2,817 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 42,656 Value ($000) $2,601 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 42,668 Value ($000) $2,891 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 42,718 Value ($000) $2,588 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 42,678 Value ($000) $2,671 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 42,373 Value ($000) $2,553 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 42,373 Value ($000) $2,442 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 41,083 Value ($000) $1,950 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 40,903 Value ($000) $2,392 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 40,835 Value ($000) $2,111 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 44,133 Value ($000) $2,330 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24,910	$8,027	$309.53	$290.54 - $330.86
Q3 2025	25,822	$8,145	$295.93	$278.95 - $316.47
Q2 2025	22,631	$6,561	$252.67	$200.22 - $289.84
Q1 2025	26,340	$6,461	$250.91	$220.72 - $275.86
Q4 2024	26,978	$6,467	$228.03	$198.89 - $249.04
Q3 2024	27,785	$5,859	$204.96	$185.80 - $219.46
Q2 2024	28,243	$5,712	$189.18	$173.46 - $199.28
Q1 2024	28,882	$5,785	$173.61	$158.11 - $193.16
Q4 2023	29,339	$4,991	$144.89	$129.30 - $163.25
Q3 2023	29,258	$4,243	$142.31	$134.29 - $151.32
Q2 2023	29,334	$4,266	$129.66	$119.02 - $137.67
Q1 2023	29,718	$3,872	$128.16	$115.18 - $135.05
Q4 2022	30,397	$4,076	$117.65	$94.06 - $128.78
Q3 2022	30,874	$3,226	$105.62	$96.10 - $114.36
Q2 2022	31,422	$3,538	$113.02	$101.22 - $124.46
Q1 2022	30,552	$4,165	$133.66	$115.27 - $153.80
Q4 2021	31,772	$5,031	$147.83	$136.71 - $155.72
Q3 2021	32,027	$5,243	$140.29	$130.40 - $151.51
Q2 2021	32,382	$5,037	$139.74	$130.53 - $148.99
Q1 2021	33,088	$5,037	$127.25	$109.49 - $143.03
Q4 2020	33,698	$4,282	$98.14	$82.75 - $111.83
Q3 2020	33,967	$3,270	$85.44	$79.00 - $92.62
Q2 2020	33,696	$3,169	$81.74	$70.76 - $99.77
Q1 2020	33,030	$2,974	$103.61	$65.60 - $120.06
Q4 2019	30,862	$4,302	$108.67	$93.67 - $118.72
Q3 2019	31,181	$3,670	$95.08	$87.73 - $101.23
Q2 2019	31,615	$3,568	$92.02	$84.61 - $97.81
Q1 2019	32,342	$3,274	$85.34	$78.85 - $89.81
Q4 2018	33,344	$3,255	$87.53	$74.88 - $96.00
Q3 2018	31,754	$3,583	$92.63	$83.41 - $97.31
Q2 2018	32,054	$3,340	$89.02	$83.70 - $93.47
Q1 2018	32,602	$3,585	$91.43	$83.98 - $96.37
Q4 2017	34,112	$3,648	$81.33	$76.25 - $87.14
Q3 2017	34,136	$3,260	$73.66	$70.35 - $76.59
Q2 2017	34,248	$3,130	$68.54	$64.85 - $73.60
Q1 2017	34,938	$3,069	$69.68	$65.58 - $74.23
Q4 2016	36,434	$3,144	$59.89	$51.67 - $68.65
Q3 2016	38,338	$2,553	$50.85	$45.82 - $52.95
Q2 2016	39,002	$2,424	$48.33	$44.15 - $51.23
Q1 2016	44,918	$2,660	$44.86	$40.33 - $49.26
Q4 2015	42,657	$2,817	$49.68	$44.66 - $52.67
Q3 2015	42,656	$2,601	$49.62	$37.93 - $53.49
Q2 2015	42,668	$2,891	$49.14	$44.89 - $52.55
Q1 2015	42,718	$2,588	$44.28	$40.58 - $47.07
Q4 2014	42,678	$2,671	$44.70	$40.31 - $47.17
Q3 2014	42,373	$2,553	$43.13	$40.56 - $45.64
Q2 2014	42,373	$2,442	$41.19	$38.82 - $44.74
Q1 2014	41,083	$1,950	$42.08	$39.47 - $44.77
Q4 2013	40,903	$2,392	$39.63	$36.35 - $42.36
Q3 2013	40,835	$2,111	$38.52	$35.95 - $40.89
Q2 2013	44,133	$2,330	$36.24	$32.83 - $39.86