JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 1,057 Value ($000) $341 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 673 Value ($000) $212 Avg Close $295.93 Range $278.95 - $316.47