JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wagner Wealth Management, LLC's Holding History (CIK: 0001728657)

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

Q4 2025

Shares 5,115 Value ($000) $1,648 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,715 Value ($000) $1,487 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,726 Value ($000) $1,370 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,671 Value ($000) $1,146 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 4,639 Value ($000) $1,112 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,110 Value ($000) $867 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,417 Value ($000) $893 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,468 Value ($000) $895 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 5,084 Value ($000) $865 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,861 Value ($000) $995 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 6,842 Value ($000) $995 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 6,539 Value ($000) $852 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,519 Value ($000) $874 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 6,497 Value ($000) $679 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,606 Value ($000) $631 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,452 Value ($000) $743 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 6,691 Value ($000) $1,060 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 6,288 Value ($000) $1,068 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 6,443 Value ($000) $1,002 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,986 Value ($000) $911 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,854 Value ($000) $744 Avg Close $98.14 Range $82.75 - $111.83

Q3 2018

Shares 5,318 Value ($000) $600 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 4,505 Value ($000) $469 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 4,100 Value ($000) $451 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 4,099 Value ($000) $454 Avg Close $81.33 Range $76.25 - $87.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,115	$1,648	$309.53	$290.54 - $330.86
Q3 2025	4,715	$1,487	$295.93	$278.95 - $316.47
Q2 2025	4,726	$1,370	$252.67	$200.22 - $289.84
Q1 2025	4,671	$1,146	$250.91	$220.72 - $275.86
Q4 2024	4,639	$1,112	$228.03	$198.89 - $249.04
Q3 2024	4,110	$867	$204.96	$185.80 - $219.46
Q2 2024	4,417	$893	$189.18	$173.46 - $199.28
Q1 2024	4,468	$895	$173.61	$158.11 - $193.16
Q4 2023	5,084	$865	$144.89	$129.30 - $163.25
Q3 2023	6,861	$995	$142.31	$134.29 - $151.32
Q2 2023	6,842	$995	$129.66	$119.02 - $137.67
Q1 2023	6,539	$852	$128.16	$115.18 - $135.05
Q4 2022	6,519	$874	$117.65	$94.06 - $128.78
Q3 2022	6,497	$679	$105.62	$96.10 - $114.36
Q2 2022	5,606	$631	$113.02	$101.22 - $124.46
Q1 2022	5,452	$743	$133.66	$115.27 - $153.80
Q4 2021	6,691	$1,060	$147.83	$136.71 - $155.72
Q3 2021	6,288	$1,068	$140.29	$130.40 - $151.51
Q2 2021	6,443	$1,002	$139.74	$130.53 - $148.99
Q1 2021	5,986	$911	$127.25	$109.49 - $143.03
Q4 2020	5,854	$744	$98.14	$82.75 - $111.83
Q3 2018	5,318	$600	$92.63	$83.41 - $97.31
Q2 2018	4,505	$469	$89.02	$83.70 - $93.47
Q1 2018	4,100	$451	$91.43	$83.98 - $96.37
Q4 2017	4,099	$454	$81.33	$76.25 - $87.14