JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

King Wealth's Holding History (CIK: 0001568235)

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

Q4 2025

Shares 80,399 Value ($000) $26 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 79,881 Value ($000) $25 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 79,918 Value ($000) $23 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 80,037 Value ($000) $20 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 80,202 Value ($000) $19 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 77,474 Value ($000) $16 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 78,584 Value ($000) $16 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 78,441 Value ($000) $16 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 77,334 Value ($000) $13 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 78,616 Value ($000) $11 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 78,086 Value ($000) $11 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 76,258 Value ($000) $10 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 74,361 Value ($000) $10 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 77,982 Value ($000) $8,149 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 77,422 Value ($000) $8,718 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 75,219 Value ($000) $10,254 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 73,813 Value ($000) $11,688 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 72,604 Value ($000) $11,885 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 71,557 Value ($000) $11,130 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 70,138 Value ($000) $10,677 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 69,064 Value ($000) $8,776 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 67,143 Value ($000) $6,464 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 66,724 Value ($000) $6,276 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 64,964 Value ($000) $5,849 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 66,492 Value ($000) $9,269 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 65,781 Value ($000) $7,742 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 62,749 Value ($000) $7,015 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 61,897 Value ($000) $6,266 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 59,392 Value ($000) $5,798 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 59,373 Value ($000) $6,700 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 59,190 Value ($000) $6,168 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 58,173 Value ($000) $6,397 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 57,870 Value ($000) $6,188 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 57,912 Value ($000) $5,531 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 56,213 Value ($000) $5,138 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 56,458 Value ($000) $4,959 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 57,121 Value ($000) $4,929 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 21,377 Value ($000) $1,424 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 17,162 Value ($000) $1,066 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 14,814 Value ($000) $877 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 14,914 Value ($000) $985 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 12,292 Value ($000) $749 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 6,045 Value ($000) $410 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 6,123 Value ($000) $370 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 7,690 Value ($000) $481 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 6,150 Value ($000) $370 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 6,124 Value ($000) $352 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 4,714 Value ($000) $286,186 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 4,550 Value ($000) $266,084 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 4,454 Value ($000) $230,227 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 4,154 Value ($000) $219,289 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	80,399	$26	$309.53	$290.54 - $330.86
Q3 2025	79,881	$25	$295.93	$278.95 - $316.47
Q2 2025	79,918	$23	$252.67	$200.22 - $289.84
Q1 2025	80,037	$20	$250.91	$220.72 - $275.86
Q4 2024	80,202	$19	$228.03	$198.89 - $249.04
Q3 2024	77,474	$16	$204.96	$185.80 - $219.46
Q2 2024	78,584	$16	$189.18	$173.46 - $199.28
Q1 2024	78,441	$16	$173.61	$158.11 - $193.16
Q4 2023	77,334	$13	$144.89	$129.30 - $163.25
Q3 2023	78,616	$11	$142.31	$134.29 - $151.32
Q2 2023	78,086	$11	$129.66	$119.02 - $137.67
Q1 2023	76,258	$10	$128.16	$115.18 - $135.05
Q4 2022	74,361	$10	$117.65	$94.06 - $128.78
Q3 2022	77,982	$8,149	$105.62	$96.10 - $114.36
Q2 2022	77,422	$8,718	$113.02	$101.22 - $124.46
Q1 2022	75,219	$10,254	$133.66	$115.27 - $153.80
Q4 2021	73,813	$11,688	$147.83	$136.71 - $155.72
Q3 2021	72,604	$11,885	$140.29	$130.40 - $151.51
Q2 2021	71,557	$11,130	$139.74	$130.53 - $148.99
Q1 2021	70,138	$10,677	$127.25	$109.49 - $143.03
Q4 2020	69,064	$8,776	$98.14	$82.75 - $111.83
Q3 2020	67,143	$6,464	$85.44	$79.00 - $92.62
Q2 2020	66,724	$6,276	$81.74	$70.76 - $99.77
Q1 2020	64,964	$5,849	$103.61	$65.60 - $120.06
Q4 2019	66,492	$9,269	$108.67	$93.67 - $118.72
Q3 2019	65,781	$7,742	$95.08	$87.73 - $101.23
Q2 2019	62,749	$7,015	$92.02	$84.61 - $97.81
Q1 2019	61,897	$6,266	$85.34	$78.85 - $89.81
Q4 2018	59,392	$5,798	$87.53	$74.88 - $96.00
Q3 2018	59,373	$6,700	$92.63	$83.41 - $97.31
Q2 2018	59,190	$6,168	$89.02	$83.70 - $93.47
Q1 2018	58,173	$6,397	$91.43	$83.98 - $96.37
Q4 2017	57,870	$6,188	$81.33	$76.25 - $87.14
Q3 2017	57,912	$5,531	$73.66	$70.35 - $76.59
Q2 2017	56,213	$5,138	$68.54	$64.85 - $73.60
Q1 2017	56,458	$4,959	$69.68	$65.58 - $74.23
Q4 2016	57,121	$4,929	$59.89	$51.67 - $68.65
Q3 2016	21,377	$1,424	$50.85	$45.82 - $52.95
Q2 2016	17,162	$1,066	$48.33	$44.15 - $51.23
Q1 2016	14,814	$877	$44.86	$40.33 - $49.26
Q4 2015	14,914	$985	$49.68	$44.66 - $52.67
Q3 2015	12,292	$749	$49.62	$37.93 - $53.49
Q2 2015	6,045	$410	$49.14	$44.89 - $52.55
Q1 2015	6,123	$370	$44.28	$40.58 - $47.07
Q4 2014	7,690	$481	$44.70	$40.31 - $47.17
Q3 2014	6,150	$370	$43.13	$40.56 - $45.64
Q2 2014	6,124	$352	$41.19	$38.82 - $44.74
Q1 2014	4,714	$286,186	$42.08	$39.47 - $44.77
Q4 2013	4,550	$266,084	$39.63	$36.35 - $42.36
Q3 2013	4,454	$230,227	$38.52	$35.95 - $40.89
Q2 2013	4,154	$219,289	$36.24	$32.83 - $39.86