JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 2,684 Value ($000) $865 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,683 Value ($000) $846 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,976 Value ($000) $863 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,243 Value ($000) $795 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,853 Value ($000) $684 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,899 Value ($000) $611 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,850 Value ($000) $577 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,779 Value ($000) $356 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,878 Value ($000) $319 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,713 Value ($000) $248 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,803 Value ($000) $262 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,809 Value ($000) $236 Avg Close $128.16 Range $115.18 - $135.05
Q4 2021
Shares 1,365 Value ($000) $216 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,365 Value ($000) $223 Avg Close $140.29 Range $130.40 - $151.51
Q3 2019
Shares 2,722 Value ($000) $344 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 3,111 Value ($000) $355 Avg Close $92.02 Range $84.61 - $97.81