JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 690 Value ($000) $222 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 689 Value ($000) $217 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 692 Value ($000) $201 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 919 Value ($000) $226 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 918 Value ($000) $220 Avg Close $228.03 Range $198.89 - $249.04
Q1 2023
Shares 27,355 Value ($000) $3,565 Avg Close $128.16 Range $115.18 - $135.05
Q3 2022
Shares 2,700 Value ($000) $282 Avg Close $105.62 Range $96.10 - $114.36
Q4 2013
Shares 3,421 Value ($000) $200 Avg Close $39.63 Range $36.35 - $42.36