JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001723223)

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

Q4 2025

Shares 14,292 Value ($000) $4,605 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,194 Value ($000) $4,477 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 14,477 Value ($000) $4,197 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,402 Value ($000) $3,533 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 14,138 Value ($000) $3,389 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 14,198 Value ($000) $2,994 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 14,342 Value ($000) $2,901 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 13,829 Value ($000) $2,770 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 13,167 Value ($000) $2,240 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 13,350 Value ($000) $1,936 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 13,643 Value ($000) $1,984 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,546 Value ($000) $1,765 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 13,195 Value ($000) $1,770 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,231 Value ($000) $1,382 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,219 Value ($000) $1,375 Avg Close $113.02 Range $101.22 - $124.46

Q4 2021

Shares 10,383 Value ($000) $1,644 Avg Close $147.83 Range $136.71 - $155.72

Q1 2020

Shares 11,451 Value ($000) $1,030 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 11,669 Value ($000) $1,626 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 11,121 Value ($000) $1,308 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 10,841 Value ($000) $1,212 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 10,835 Value ($000) $1,096 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 10,040 Value ($000) $980 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 5,405 Value ($000) $609 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 4,581 Value ($000) $477 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 3,164 Value ($000) $347 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 1,792 Value ($000) $191 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,292	$4,605	$309.53	$290.54 - $330.86
Q3 2025	14,194	$4,477	$295.93	$278.95 - $316.47
Q2 2025	14,477	$4,197	$252.67	$200.22 - $289.84
Q1 2025	14,402	$3,533	$250.91	$220.72 - $275.86
Q4 2024	14,138	$3,389	$228.03	$198.89 - $249.04
Q3 2024	14,198	$2,994	$204.96	$185.80 - $219.46
Q2 2024	14,342	$2,901	$189.18	$173.46 - $199.28
Q1 2024	13,829	$2,770	$173.61	$158.11 - $193.16
Q4 2023	13,167	$2,240	$144.89	$129.30 - $163.25
Q3 2023	13,350	$1,936	$142.31	$134.29 - $151.32
Q2 2023	13,643	$1,984	$129.66	$119.02 - $137.67
Q1 2023	13,546	$1,765	$128.16	$115.18 - $135.05
Q4 2022	13,195	$1,770	$117.65	$94.06 - $128.78
Q3 2022	13,231	$1,382	$105.62	$96.10 - $114.36
Q2 2022	12,219	$1,375	$113.02	$101.22 - $124.46
Q4 2021	10,383	$1,644	$147.83	$136.71 - $155.72
Q1 2020	11,451	$1,030	$103.61	$65.60 - $120.06
Q4 2019	11,669	$1,626	$108.67	$93.67 - $118.72
Q3 2019	11,121	$1,308	$95.08	$87.73 - $101.23
Q2 2019	10,841	$1,212	$92.02	$84.61 - $97.81
Q1 2019	10,835	$1,096	$85.34	$78.85 - $89.81
Q4 2018	10,040	$980	$87.53	$74.88 - $96.00
Q3 2018	5,405	$609	$92.63	$83.41 - $97.31
Q2 2018	4,581	$477	$89.02	$83.70 - $93.47
Q1 2018	3,164	$347	$91.43	$83.98 - $96.37
Q4 2017	1,792	$191	$81.33	$76.25 - $87.14