JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025

Shares 10,852 Value ($000) $3,497 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,591 Value ($000) $3,341 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,604 Value ($000) $3,080 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 12,042 Value ($000) $2,954 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 12,326 Value ($000) $2,955 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 12,404 Value ($000) $2,616 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 12,238 Value ($000) $2,475 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 12,032 Value ($000) $2,410 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 14,040 Value ($000) $2,388 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 14,420 Value ($000) $2,091 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 13,416 Value ($000) $1,951 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,374 Value ($000) $1,743 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 13,822 Value ($000) $1,854 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 12,380 Value ($000) $1,394 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,380 Value ($000) $1,394 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 10,392 Value ($000) $1,417 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,677 Value ($000) $1,374 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 7,334 Value ($000) $1,200 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 6,890 Value ($000) $1,072 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 10,752 Value ($000) $1,637 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 7,609 Value ($000) $967 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 7,429 Value ($000) $715 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,783 Value ($000) $450 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,788 Value ($000) $431 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 7,666 Value ($000) $1,069 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 3,196 Value ($000) $376 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,080 Value ($000) $344 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 3,059 Value ($000) $310 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 5,572 Value ($000) $544 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,852	$3,497	$309.53	$290.54 - $330.86
Q3 2025	10,591	$3,341	$295.93	$278.95 - $316.47
Q2 2025	10,604	$3,080	$252.67	$200.22 - $289.84
Q1 2025	12,042	$2,954	$250.91	$220.72 - $275.86
Q4 2024	12,326	$2,955	$228.03	$198.89 - $249.04
Q3 2024	12,404	$2,616	$204.96	$185.80 - $219.46
Q2 2024	12,238	$2,475	$189.18	$173.46 - $199.28
Q1 2024	12,032	$2,410	$173.61	$158.11 - $193.16
Q4 2023	14,040	$2,388	$144.89	$129.30 - $163.25
Q3 2023	14,420	$2,091	$142.31	$134.29 - $151.32
Q2 2023	13,416	$1,951	$129.66	$119.02 - $137.67
Q1 2023	13,374	$1,743	$128.16	$115.18 - $135.05
Q4 2022	13,822	$1,854	$117.65	$94.06 - $128.78
Q3 2022	12,380	$1,394	$105.62	$96.10 - $114.36
Q2 2022	12,380	$1,394	$113.02	$101.22 - $124.46
Q1 2022	10,392	$1,417	$133.66	$115.27 - $153.80
Q4 2021	8,677	$1,374	$147.83	$136.71 - $155.72
Q3 2021	7,334	$1,200	$140.29	$130.40 - $151.51
Q2 2021	6,890	$1,072	$139.74	$130.53 - $148.99
Q1 2021	10,752	$1,637	$127.25	$109.49 - $143.03
Q4 2020	7,609	$967	$98.14	$82.75 - $111.83
Q3 2020	7,429	$715	$85.44	$79.00 - $92.62
Q2 2020	4,783	$450	$81.74	$70.76 - $99.77
Q1 2020	4,788	$431	$103.61	$65.60 - $120.06
Q4 2019	7,666	$1,069	$108.67	$93.67 - $118.72
Q3 2019	3,196	$376	$95.08	$87.73 - $101.23
Q2 2019	3,080	$344	$92.02	$84.61 - $97.81
Q1 2019	3,059	$310	$85.34	$78.85 - $89.81
Q4 2018	5,572	$544	$87.53	$74.88 - $96.00