JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

VisionPoint Advisory Group, LLC's Holding History (CIK: 0001750924)

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

Q4 2025

Shares 9,981 Value ($000) $3,216 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,127 Value ($000) $3,194 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,577 Value ($000) $3,066 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 7,401 Value ($000) $1,815 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,416 Value ($000) $1,540 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 7,172 Value ($000) $1,512 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 13,189 Value ($000) $2,668 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 13,153 Value ($000) $2,635 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 22,899 Value ($000) $3,895 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 24,489 Value ($000) $3,551 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 22,511 Value ($000) $3,274 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 19,681 Value ($000) $2,640 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 16,486 Value ($000) $2,350 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 2,638 Value ($000) $276 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 1,795 Value ($000) $216 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 6,218 Value ($000) $734 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 7,557 Value ($000) $1,153 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 7,253 Value ($000) $1,219 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 8,878 Value ($000) $1,381 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 11,599 Value ($000) $1,766 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 11,954 Value ($000) $1,519 Avg Close $98.14 Range $82.75 - $111.83

Q2 2020

Shares 2,102 Value ($000) $207 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 5,719 Value ($000) $515 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 6,851 Value ($000) $955 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 9,197 Value ($000) $1,054 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 33,611 Value ($000) $3,758 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 32,349 Value ($000) $3,275 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 7,114 Value ($000) $694 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,981	$3,216	$309.53	$290.54 - $330.86
Q3 2025	10,127	$3,194	$295.93	$278.95 - $316.47
Q2 2025	10,577	$3,066	$252.67	$200.22 - $289.84
Q1 2025	7,401	$1,815	$250.91	$220.72 - $275.86
Q4 2024	6,416	$1,540	$228.03	$198.89 - $249.04
Q3 2024	7,172	$1,512	$204.96	$185.80 - $219.46
Q2 2024	13,189	$2,668	$189.18	$173.46 - $199.28
Q1 2024	13,153	$2,635	$173.61	$158.11 - $193.16
Q4 2023	22,899	$3,895	$144.89	$129.30 - $163.25
Q3 2023	24,489	$3,551	$142.31	$134.29 - $151.32
Q2 2023	22,511	$3,274	$129.66	$119.02 - $137.67
Q1 2023	19,681	$2,640	$128.16	$115.18 - $135.05
Q4 2022	16,486	$2,350	$117.65	$94.06 - $128.78
Q3 2022	2,638	$276	$105.62	$96.10 - $114.36
Q2 2022	1,795	$216	$113.02	$101.22 - $124.46
Q1 2022	6,218	$734	$133.66	$115.27 - $153.80
Q4 2021	7,557	$1,153	$147.83	$136.71 - $155.72
Q3 2021	7,253	$1,219	$140.29	$130.40 - $151.51
Q2 2021	8,878	$1,381	$139.74	$130.53 - $148.99
Q1 2021	11,599	$1,766	$127.25	$109.49 - $143.03
Q4 2020	11,954	$1,519	$98.14	$82.75 - $111.83
Q2 2020	2,102	$207	$81.74	$70.76 - $99.77
Q1 2020	5,719	$515	$103.61	$65.60 - $120.06
Q4 2019	6,851	$955	$108.67	$93.67 - $118.72
Q3 2019	9,197	$1,054	$95.08	$87.73 - $101.23
Q2 2019	33,611	$3,758	$92.02	$84.61 - $97.81
Q1 2019	32,349	$3,275	$85.34	$78.85 - $89.81
Q4 2018	7,114	$694	$87.53	$74.88 - $96.00