JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025

Shares 31,164 Value ($000) $10,042 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 31,406 Value ($000) $9,906 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 31,485 Value ($000) $9,128 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 32,022 Value ($000) $7,855 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 29,257 Value ($000) $7,013 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 32,124 Value ($000) $6,774 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 30,215 Value ($000) $6,111 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 29,382 Value ($000) $5,885 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 33,794 Value ($000) $5,748 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 33,415 Value ($000) $4,846 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 30,578 Value ($000) $4,447 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 29,318 Value ($000) $3,820 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 30,546 Value ($000) $4,096 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 28,129 Value ($000) $2,939 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 24,997 Value ($000) $2,815 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 24,485 Value ($000) $3,338 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 20,497 Value ($000) $3,246 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 13,649 Value ($000) $2,235 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,711 Value ($000) $1,977 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 10,645 Value ($000) $1,620 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 19,254 Value ($000) $2,447 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 18,087 Value ($000) $1,741 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 14,057 Value ($000) $1,322 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,409 Value ($000) $307 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 1,933 Value ($000) $269 Avg Close $108.67 Range $93.67 - $118.72

Q2 2018

Shares 73,313 Value ($000) $261 Avg Close $89.02 Range $83.70 - $93.47

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,164	$10,042	$309.53	$290.54 - $330.86
Q3 2025	31,406	$9,906	$295.93	$278.95 - $316.47
Q2 2025	31,485	$9,128	$252.67	$200.22 - $289.84
Q1 2025	32,022	$7,855	$250.91	$220.72 - $275.86
Q4 2024	29,257	$7,013	$228.03	$198.89 - $249.04
Q3 2024	32,124	$6,774	$204.96	$185.80 - $219.46
Q2 2024	30,215	$6,111	$189.18	$173.46 - $199.28
Q1 2024	29,382	$5,885	$173.61	$158.11 - $193.16
Q4 2023	33,794	$5,748	$144.89	$129.30 - $163.25
Q3 2023	33,415	$4,846	$142.31	$134.29 - $151.32
Q2 2023	30,578	$4,447	$129.66	$119.02 - $137.67
Q1 2023	29,318	$3,820	$128.16	$115.18 - $135.05
Q4 2022	30,546	$4,096	$117.65	$94.06 - $128.78
Q3 2022	28,129	$2,939	$105.62	$96.10 - $114.36
Q2 2022	24,997	$2,815	$113.02	$101.22 - $124.46
Q1 2022	24,485	$3,338	$133.66	$115.27 - $153.80
Q4 2021	20,497	$3,246	$147.83	$136.71 - $155.72
Q3 2021	13,649	$2,235	$140.29	$130.40 - $151.51
Q2 2021	12,711	$1,977	$139.74	$130.53 - $148.99
Q1 2021	10,645	$1,620	$127.25	$109.49 - $143.03
Q4 2020	19,254	$2,447	$98.14	$82.75 - $111.83
Q3 2020	18,087	$1,741	$85.44	$79.00 - $92.62
Q2 2020	14,057	$1,322	$81.74	$70.76 - $99.77
Q1 2020	3,409	$307	$103.61	$65.60 - $120.06
Q4 2019	1,933	$269	$108.67	$93.67 - $118.72
Q2 2018	73,313	$261	$89.02	$83.70 - $93.47