JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025

Shares 742 Value ($000) $239 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 722 Value ($000) $228 Avg Close $295.93 Range $278.95 - $316.47

Q1 2025

Shares 872 Value ($000) $214 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 846 Value ($000) $203 Avg Close $228.03 Range $198.89 - $249.04

Q4 2023

Shares 1,340 Value ($000) $228 Avg Close $144.89 Range $129.30 - $163.25

Q3 2021

Shares 1,308 Value ($000) $214 Avg Close $140.29 Range $130.40 - $151.51

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	742	$239	$309.53	$290.54 - $330.86
Q3 2025	722	$228	$295.93	$278.95 - $316.47
Q1 2025	872	$214	$250.91	$220.72 - $275.86
Q4 2024	846	$203	$228.03	$198.89 - $249.04
Q4 2023	1,340	$228	$144.89	$129.30 - $163.25
Q3 2021	1,308	$214	$140.29	$130.40 - $151.51