JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 3,007,563 Value ($000) $967,949 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,367,050 Value ($000) $746,621 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,279,976 Value ($000) $660,988 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,232,074 Value ($000) $547,529 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,169,658 Value ($000) $540,139 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,509,936 Value ($000) $318,380 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,729,171 Value ($000) $350 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 814,860 Value ($000) $163 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 556,793 Value ($000) $95 Avg Close $144.89 Range $129.30 - $163.25