JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025

Shares 1,783 Value ($000) $551 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 1,994 Value ($000) $614 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 2,268 Value ($000) $642 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 2,366 Value ($000) $559 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,349 Value ($000) $581 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 2,347 Value ($000) $495 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 2,849 Value ($000) $592 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 2,881 Value ($000) $563 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 2,979 Value ($000) $511 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 3,433 Value ($000) $492 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 3,835 Value ($000) $557 Avg Close $129.66 Range $119.02 - $137.67

Q4 2022

Shares 4,763 Value ($000) $643 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 6,823 Value ($000) $713 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,227 Value ($000) $1,377 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 12,400 Value ($000) $1,690 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 14,872 Value ($000) $2,355 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 15,483 Value ($000) $2,534 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 23,363 Value ($000) $3,634 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 27,894 Value ($000) $4,246 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 31,593 Value ($000) $4,015 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 28,592 Value ($000) $2,753 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 28,380 Value ($000) $2,669 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 456 Value ($000) $41 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 456 Value ($000) $64 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 455 Value ($000) $54 Avg Close $95.08 Range $87.73 - $101.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,783	$551	$309.53	$290.54 - $330.86
Q3 2025	1,994	$614	$295.93	$278.95 - $316.47
Q2 2025	2,268	$642	$252.67	$200.22 - $289.84
Q1 2025	2,366	$559	$250.91	$220.72 - $275.86
Q4 2024	2,349	$581	$228.03	$198.89 - $249.04
Q3 2024	2,347	$495	$204.96	$185.80 - $219.46
Q2 2024	2,849	$592	$189.18	$173.46 - $199.28
Q1 2024	2,881	$563	$173.61	$158.11 - $193.16
Q4 2023	2,979	$511	$144.89	$129.30 - $163.25
Q3 2023	3,433	$492	$142.31	$134.29 - $151.32
Q2 2023	3,835	$557	$129.66	$119.02 - $137.67
Q4 2022	4,763	$643	$117.65	$94.06 - $128.78
Q3 2022	6,823	$713	$105.62	$96.10 - $114.36
Q2 2022	12,227	$1,377	$113.02	$101.22 - $124.46
Q1 2022	12,400	$1,690	$133.66	$115.27 - $153.80
Q4 2021	14,872	$2,355	$147.83	$136.71 - $155.72
Q3 2021	15,483	$2,534	$140.29	$130.40 - $151.51
Q2 2021	23,363	$3,634	$139.74	$130.53 - $148.99
Q1 2021	27,894	$4,246	$127.25	$109.49 - $143.03
Q4 2020	31,593	$4,015	$98.14	$82.75 - $111.83
Q3 2020	28,592	$2,753	$85.44	$79.00 - $92.62
Q2 2020	28,380	$2,669	$81.74	$70.76 - $99.77
Q1 2020	456	$41	$103.61	$65.60 - $120.06
Q4 2019	456	$64	$108.67	$93.67 - $118.72
Q3 2019	455	$54	$95.08	$87.73 - $101.23