JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025

Shares 95,917 Value ($000) $30,906 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 74,281 Value ($000) $23,431 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 79,379 Value ($000) $23,013 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 77,328 Value ($000) $18,969 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 78,508 Value ($000) $18,819 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 76,921 Value ($000) $16,220 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 73,861 Value ($000) $14,939 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 51,511 Value ($000) $10,318 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 54,535 Value ($000) $9,276 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 49,294 Value ($000) $7,149 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 36,245 Value ($000) $5,271 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 33,249 Value ($000) $4,333 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 40,651 Value ($000) $5,451 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 34,141 Value ($000) $3,568 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 33,928 Value ($000) $3,821 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,652 Value ($000) $3,633 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 34,702 Value ($000) $5,495 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 40,896 Value ($000) $6,694 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 25,786 Value ($000) $4,011 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 58,379 Value ($000) $8,887 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 50,768 Value ($000) $6,451 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 27,618 Value ($000) $2,659 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 22,957 Value ($000) $2,159 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 62,749 Value ($000) $5,649 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 12,606 Value ($000) $1,757 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 8,614 Value ($000) $1,014 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,541 Value ($000) $396 Avg Close $92.02 Range $84.61 - $97.81

Q4 2018

Shares 4,369 Value ($000) $427 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	95,917	$30,906	$309.53	$290.54 - $330.86
Q3 2025	74,281	$23,431	$295.93	$278.95 - $316.47
Q2 2025	79,379	$23,013	$252.67	$200.22 - $289.84
Q1 2025	77,328	$18,969	$250.91	$220.72 - $275.86
Q4 2024	78,508	$18,819	$228.03	$198.89 - $249.04
Q3 2024	76,921	$16,220	$204.96	$185.80 - $219.46
Q2 2024	73,861	$14,939	$189.18	$173.46 - $199.28
Q1 2024	51,511	$10,318	$173.61	$158.11 - $193.16
Q4 2023	54,535	$9,276	$144.89	$129.30 - $163.25
Q3 2023	49,294	$7,149	$142.31	$134.29 - $151.32
Q2 2023	36,245	$5,271	$129.66	$119.02 - $137.67
Q1 2023	33,249	$4,333	$128.16	$115.18 - $135.05
Q4 2022	40,651	$5,451	$117.65	$94.06 - $128.78
Q3 2022	34,141	$3,568	$105.62	$96.10 - $114.36
Q2 2022	33,928	$3,821	$113.02	$101.22 - $124.46
Q1 2022	26,652	$3,633	$133.66	$115.27 - $153.80
Q4 2021	34,702	$5,495	$147.83	$136.71 - $155.72
Q3 2021	40,896	$6,694	$140.29	$130.40 - $151.51
Q2 2021	25,786	$4,011	$139.74	$130.53 - $148.99
Q1 2021	58,379	$8,887	$127.25	$109.49 - $143.03
Q4 2020	50,768	$6,451	$98.14	$82.75 - $111.83
Q3 2020	27,618	$2,659	$85.44	$79.00 - $92.62
Q2 2020	22,957	$2,159	$81.74	$70.76 - $99.77
Q1 2020	62,749	$5,649	$103.61	$65.60 - $120.06
Q4 2019	12,606	$1,757	$108.67	$93.67 - $118.72
Q3 2019	8,614	$1,014	$95.08	$87.73 - $101.23
Q2 2019	3,541	$396	$92.02	$84.61 - $97.81
Q4 2018	4,369	$427	$87.53	$74.88 - $96.00