JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sendero Wealth Management, LLC's Holding History (CIK: 0001639375)

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

Q4 2025
Shares 5,718 Value ($000) $1,843 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,634 Value ($000) $1,777 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,659 Value ($000) $1,641 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 5,602 Value ($000) $1,374 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 5,719 Value ($000) $1,371 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,719 Value ($000) $1,206 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,719 Value ($000) $1,157 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,268 Value ($000) $1,255 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,811 Value ($000) $988 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 5,749 Value ($000) $834 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 5,749 Value ($000) $836 Avg Close $129.66 Range $119.02 - $137.67
Q2 2022
Shares 2,921 Value ($000) $329 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,726 Value ($000) $508 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 88,966 Value ($000) $714 Avg Close $147.83 Range $136.71 - $155.72