JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025

Shares 3,738 Value ($000) $1,204 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,795 Value ($000) $1,197 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,795 Value ($000) $1,100 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 2,045 Value ($000) $502 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,045 Value ($000) $490 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 1,971 Value ($000) $416 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,971 Value ($000) $399 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,856 Value ($000) $372 Avg Close $173.61 Range $158.11 - $193.16

Q3 2023

Shares 1,834 Value ($000) $266 Avg Close $142.31 Range $134.29 - $151.32

Q1 2021

Shares 1,059 Value ($000) $161 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 1,059 Value ($000) $135 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 1,140 Value ($000) $110 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 1,059 Value ($000) $100 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 1,059 Value ($000) $95 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 2,184 Value ($000) $304 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 1,539 Value ($000) $181 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 2,145 Value ($000) $240 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 920 Value ($000) $93 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 920 Value ($000) $90 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 920 Value ($000) $104 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 920 Value ($000) $96 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 2,070 Value ($000) $228 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 900 Value ($000) $96 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 900 Value ($000) $86 Avg Close $73.66 Range $70.35 - $76.59

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,738	$1,204	$309.53	$290.54 - $330.86
Q3 2025	3,795	$1,197	$295.93	$278.95 - $316.47
Q2 2025	3,795	$1,100	$252.67	$200.22 - $289.84
Q1 2025	2,045	$502	$250.91	$220.72 - $275.86
Q4 2024	2,045	$490	$228.03	$198.89 - $249.04
Q3 2024	1,971	$416	$204.96	$185.80 - $219.46
Q2 2024	1,971	$399	$189.18	$173.46 - $199.28
Q1 2024	1,856	$372	$173.61	$158.11 - $193.16
Q3 2023	1,834	$266	$142.31	$134.29 - $151.32
Q1 2021	1,059	$161	$127.25	$109.49 - $143.03
Q4 2020	1,059	$135	$98.14	$82.75 - $111.83
Q3 2020	1,140	$110	$85.44	$79.00 - $92.62
Q2 2020	1,059	$100	$81.74	$70.76 - $99.77
Q1 2020	1,059	$95	$103.61	$65.60 - $120.06
Q4 2019	2,184	$304	$108.67	$93.67 - $118.72
Q3 2019	1,539	$181	$95.08	$87.73 - $101.23
Q2 2019	2,145	$240	$92.02	$84.61 - $97.81
Q1 2019	920	$93	$85.34	$78.85 - $89.81
Q4 2018	920	$90	$87.53	$74.88 - $96.00
Q3 2018	920	$104	$92.63	$83.41 - $97.31
Q2 2018	920	$96	$89.02	$83.70 - $93.47
Q1 2018	2,070	$228	$91.43	$83.98 - $96.37
Q4 2017	900	$96	$81.33	$76.25 - $87.14
Q3 2017	900	$86	$73.66	$70.35 - $76.59