JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Evolution Wealth Advisors, LLC's Holding History (CIK: 0001763121)

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

Q4 2025

Shares 6,365 Value ($000) $2,051 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,498 Value ($000) $2,050 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,498 Value ($000) $1,884 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,598 Value ($000) $1,618 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,688 Value ($000) $1,603 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,838 Value ($000) $1,020 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 5,368 Value ($000) $1,085 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 5,406 Value ($000) $1,083 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,968 Value ($000) $845 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 4,900 Value ($000) $711 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 5,050 Value ($000) $734 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 4,348 Value ($000) $567 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,914 Value ($000) $525 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 3,545 Value ($000) $370 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 2,821 Value ($000) $318 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,821 Value ($000) $386 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 3,891 Value ($000) $616 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,971 Value ($000) $486 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,901 Value ($000) $451 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 3,996 Value ($000) $608 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,936 Value ($000) $373 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,915 Value ($000) $377 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 2,560 Value ($000) $241 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 27,135 Value ($000) $2,443 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,248 Value ($000) $453 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 3,225 Value ($000) $380 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 3,648 Value ($000) $408 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 2,795 Value ($000) $283 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 2,795 Value ($000) $273 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,365	$2,051	$309.53	$290.54 - $330.86
Q3 2025	6,498	$2,050	$295.93	$278.95 - $316.47
Q2 2025	6,498	$1,884	$252.67	$200.22 - $289.84
Q1 2025	6,598	$1,618	$250.91	$220.72 - $275.86
Q4 2024	6,688	$1,603	$228.03	$198.89 - $249.04
Q3 2024	4,838	$1,020	$204.96	$185.80 - $219.46
Q2 2024	5,368	$1,085	$189.18	$173.46 - $199.28
Q1 2024	5,406	$1,083	$173.61	$158.11 - $193.16
Q4 2023	4,968	$845	$144.89	$129.30 - $163.25
Q3 2023	4,900	$711	$142.31	$134.29 - $151.32
Q2 2023	5,050	$734	$129.66	$119.02 - $137.67
Q1 2023	4,348	$567	$128.16	$115.18 - $135.05
Q4 2022	3,914	$525	$117.65	$94.06 - $128.78
Q3 2022	3,545	$370	$105.62	$96.10 - $114.36
Q2 2022	2,821	$318	$113.02	$101.22 - $124.46
Q1 2022	2,821	$386	$133.66	$115.27 - $153.80
Q4 2021	3,891	$616	$147.83	$136.71 - $155.72
Q3 2021	2,971	$486	$140.29	$130.40 - $151.51
Q2 2021	2,901	$451	$139.74	$130.53 - $148.99
Q1 2021	3,996	$608	$127.25	$109.49 - $143.03
Q4 2020	2,936	$373	$98.14	$82.75 - $111.83
Q3 2020	3,915	$377	$85.44	$79.00 - $92.62
Q2 2020	2,560	$241	$81.74	$70.76 - $99.77
Q1 2020	27,135	$2,443	$103.61	$65.60 - $120.06
Q4 2019	3,248	$453	$108.67	$93.67 - $118.72
Q3 2019	3,225	$380	$95.08	$87.73 - $101.23
Q2 2019	3,648	$408	$92.02	$84.61 - $97.81
Q1 2019	2,795	$283	$85.34	$78.85 - $89.81
Q4 2018	2,795	$273	$87.53	$74.88 - $96.00