JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 5,603 Value ($000) $1,805 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,111 Value ($000) $1,612 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,115 Value ($000) $1,483 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,138 Value ($000) $1,015 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,846 Value ($000) $922 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,779 Value ($000) $797 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,981 Value ($000) $603 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,646 Value ($000) $530 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,266 Value ($000) $385 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,962 Value ($000) $285 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,716 Value ($000) $250 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,916 Value ($000) $250 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,905 Value ($000) $255 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,040 Value ($000) $213 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,094 Value ($000) $236 Avg Close $113.02 Range $101.22 - $124.46
Q4 2021
Shares 1,293 Value ($000) $205 Avg Close $147.83 Range $136.71 - $155.72