JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025

Shares 188,270 Value ($000) $60,664 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 187,952 Value ($000) $59,286 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 166,679 Value ($000) $48,322 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 123,545 Value ($000) $30,306 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 94,276 Value ($000) $22,599 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 87,109 Value ($000) $18,368 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 73,949 Value ($000) $14,957 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 38,959 Value ($000) $7,804 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 44,285 Value ($000) $7,533 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 43,301 Value ($000) $6,280 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 34,789 Value ($000) $5,060 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 28,232 Value ($000) $3,679 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 27,854 Value ($000) $3,735 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 33,744 Value ($000) $3,526,225 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 30,694 Value ($000) $3,456,407 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 31,264 Value ($000) $4,261,950 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 24,967 Value ($000) $3,953,486 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 19,777 Value ($000) $3,237,308 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,408 Value ($000) $1,929,940 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,343 Value ($000) $813,365 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,343 Value ($000) $678,935 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,343 Value ($000) $514,371 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 5,343 Value ($000) $502,563 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 5,596 Value ($000) $503,808 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,596 Value ($000) $780,082 Avg Close $108.67 Range $93.67 - $118.72

Q2 2019

Shares 5,613 Value ($000) $627,533 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 5,613 Value ($000) $568,204 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 5,613 Value ($000) $547,941 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	188,270	$60,664	$309.53	$290.54 - $330.86
Q3 2025	187,952	$59,286	$295.93	$278.95 - $316.47
Q2 2025	166,679	$48,322	$252.67	$200.22 - $289.84
Q1 2025	123,545	$30,306	$250.91	$220.72 - $275.86
Q4 2024	94,276	$22,599	$228.03	$198.89 - $249.04
Q3 2024	87,109	$18,368	$204.96	$185.80 - $219.46
Q2 2024	73,949	$14,957	$189.18	$173.46 - $199.28
Q1 2024	38,959	$7,804	$173.61	$158.11 - $193.16
Q4 2023	44,285	$7,533	$144.89	$129.30 - $163.25
Q3 2023	43,301	$6,280	$142.31	$134.29 - $151.32
Q2 2023	34,789	$5,060	$129.66	$119.02 - $137.67
Q1 2023	28,232	$3,679	$128.16	$115.18 - $135.05
Q4 2022	27,854	$3,735	$117.65	$94.06 - $128.78
Q3 2022	33,744	$3,526,225	$105.62	$96.10 - $114.36
Q2 2022	30,694	$3,456,407	$113.02	$101.22 - $124.46
Q1 2022	31,264	$4,261,950	$133.66	$115.27 - $153.80
Q4 2021	24,967	$3,953,486	$147.83	$136.71 - $155.72
Q3 2021	19,777	$3,237,308	$140.29	$130.40 - $151.51
Q2 2021	12,408	$1,929,940	$139.74	$130.53 - $148.99
Q1 2021	5,343	$813,365	$127.25	$109.49 - $143.03
Q4 2020	5,343	$678,935	$98.14	$82.75 - $111.83
Q3 2020	5,343	$514,371	$85.44	$79.00 - $92.62
Q2 2020	5,343	$502,563	$81.74	$70.76 - $99.77
Q1 2020	5,596	$503,808	$103.61	$65.60 - $120.06
Q4 2019	5,596	$780,082	$108.67	$93.67 - $118.72
Q2 2019	5,613	$627,533	$92.02	$84.61 - $97.81
Q1 2019	5,613	$568,204	$85.34	$78.85 - $89.81
Q4 2018	5,613	$547,941	$87.53	$74.88 - $96.00