JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 1,273 Value ($000) $410 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,115 Value ($000) $352 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,126 Value ($000) $326 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,115 Value ($000) $274 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,137 Value ($000) $273 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,115 Value ($000) $235 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,079 Value ($000) $218 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,055 Value ($000) $211 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,619 Value ($000) $275 Avg Close $144.89 Range $129.30 - $163.25
Q1 2021
Shares 1,260 Value ($000) $192 Avg Close $127.25 Range $109.49 - $143.03
Q4 2019
Shares 1,907 Value ($000) $266 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 1,907 Value ($000) $224 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 1,907 Value ($000) $213 Avg Close $92.02 Range $84.61 - $97.81