JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Merit Financial Group, LLC's Holding History (CIK: 0001621225)

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

Q4 2025

Shares 171,329 Value ($000) $55,205 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 157,871 Value ($000) $49,797 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 151,463 Value ($000) $43,911 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 111,410 Value ($000) $27,329 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 95,629 Value ($000) $22,923 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 68,365 Value ($000) $14,416 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 82,066 Value ($000) $16,599 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 76,071 Value ($000) $14,492 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 45,094 Value ($000) $7,670 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 60,305 Value ($000) $8,745 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 55,191 Value ($000) $8,027 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 55,146 Value ($000) $7,186 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 53,682 Value ($000) $7,199 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 47,704 Value ($000) $4,985 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 63,525 Value ($000) $7,154 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 27,238 Value ($000) $3,713 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 22,334 Value ($000) $3,537 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 21,972 Value ($000) $3,597 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 20,991 Value ($000) $3,265 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 21,256 Value ($000) $3,236 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 16,920 Value ($000) $2,150 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 17,975 Value ($000) $1,730 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 17,763 Value ($000) $1,671 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 16,651 Value ($000) $1,499 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 16,323 Value ($000) $2,275 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 1,933 Value ($000) $227 Avg Close $95.08 Range $87.73 - $101.23

Q4 2018

Shares 2,704 Value ($000) $227 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 2,688 Value ($000) $261 Avg Close $92.63 Range $83.41 - $97.31

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	171,329	$55,205	$309.53	$290.54 - $330.86
Q3 2025	157,871	$49,797	$295.93	$278.95 - $316.47
Q2 2025	151,463	$43,911	$252.67	$200.22 - $289.84
Q1 2025	111,410	$27,329	$250.91	$220.72 - $275.86
Q4 2024	95,629	$22,923	$228.03	$198.89 - $249.04
Q3 2024	68,365	$14,416	$204.96	$185.80 - $219.46
Q2 2024	82,066	$16,599	$189.18	$173.46 - $199.28
Q1 2024	76,071	$14,492	$173.61	$158.11 - $193.16
Q4 2023	45,094	$7,670	$144.89	$129.30 - $163.25
Q3 2023	60,305	$8,745	$142.31	$134.29 - $151.32
Q2 2023	55,191	$8,027	$129.66	$119.02 - $137.67
Q1 2023	55,146	$7,186	$128.16	$115.18 - $135.05
Q4 2022	53,682	$7,199	$117.65	$94.06 - $128.78
Q3 2022	47,704	$4,985	$105.62	$96.10 - $114.36
Q2 2022	63,525	$7,154	$113.02	$101.22 - $124.46
Q1 2022	27,238	$3,713	$133.66	$115.27 - $153.80
Q4 2021	22,334	$3,537	$147.83	$136.71 - $155.72
Q3 2021	21,972	$3,597	$140.29	$130.40 - $151.51
Q2 2021	20,991	$3,265	$139.74	$130.53 - $148.99
Q1 2021	21,256	$3,236	$127.25	$109.49 - $143.03
Q4 2020	16,920	$2,150	$98.14	$82.75 - $111.83
Q3 2020	17,975	$1,730	$85.44	$79.00 - $92.62
Q2 2020	17,763	$1,671	$81.74	$70.76 - $99.77
Q1 2020	16,651	$1,499	$103.61	$65.60 - $120.06
Q4 2019	16,323	$2,275	$108.67	$93.67 - $118.72
Q3 2019	1,933	$227	$95.08	$87.73 - $101.23
Q4 2018	2,704	$227	$87.53	$74.88 - $96.00
Q3 2018	2,688	$261	$92.63	$83.41 - $97.31