JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025

Shares 6,259 Value ($000) $2,017 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 5,464 Value ($000) $1,724 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,456 Value ($000) $1,582 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 5,538 Value ($000) $1,358 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,727 Value ($000) $1,373 Avg Close $228.03 Range $198.89 - $249.04

Q4 2023

Shares 3,780 Value ($000) $643 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 1,058 Value ($000) $153 Avg Close $142.31 Range $134.29 - $151.32

Q4 2022

Shares 1,758 Value ($000) $236 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,259	$2,017	$309.53	$290.54 - $330.86
Q3 2025	5,464	$1,724	$295.93	$278.95 - $316.47
Q2 2025	5,456	$1,582	$252.67	$200.22 - $289.84
Q1 2025	5,538	$1,358	$250.91	$220.72 - $275.86
Q4 2024	5,727	$1,373	$228.03	$198.89 - $249.04
Q4 2023	3,780	$643	$144.89	$129.30 - $163.25
Q3 2023	1,058	$153	$142.31	$134.29 - $151.32
Q4 2022	1,758	$236	$117.65	$94.06 - $128.78