JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Lantz Financial LLC's Holding History (CIK: 0001766883)

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

Q4 2025

Shares 8,208 Value ($000) $2,645 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 8,331 Value ($000) $2,628 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,972 Value ($000) $2,021 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,865 Value ($000) $1,684 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,797 Value ($000) $1,629 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 6,777 Value ($000) $1,429 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 6,484 Value ($000) $1,311 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 6,491 Value ($000) $1,300 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 6,511 Value ($000) $1,108 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,275 Value ($000) $910 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 6,235 Value ($000) $907 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,713 Value ($000) $744 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 7,070 Value ($000) $948 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 6,272 Value ($000) $655 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,095 Value ($000) $574 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,095 Value ($000) $695 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 5,151 Value ($000) $816 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 5,267 Value ($000) $862 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 5,445 Value ($000) $847 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 5,595 Value ($000) $852 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 5,796 Value ($000) $736 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 5,360 Value ($000) $516 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,615 Value ($000) $434 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 8,390 Value ($000) $755 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 8,182 Value ($000) $1,141 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 8,196 Value ($000) $928 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 8,279 Value ($000) $942 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 8,575 Value ($000) $868 Avg Close $85.34 Range $78.85 - $89.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,208	$2,645	$309.53	$290.54 - $330.86
Q3 2025	8,331	$2,628	$295.93	$278.95 - $316.47
Q2 2025	6,972	$2,021	$252.67	$200.22 - $289.84
Q1 2025	6,865	$1,684	$250.91	$220.72 - $275.86
Q4 2024	6,797	$1,629	$228.03	$198.89 - $249.04
Q3 2024	6,777	$1,429	$204.96	$185.80 - $219.46
Q2 2024	6,484	$1,311	$189.18	$173.46 - $199.28
Q1 2024	6,491	$1,300	$173.61	$158.11 - $193.16
Q4 2023	6,511	$1,108	$144.89	$129.30 - $163.25
Q3 2023	6,275	$910	$142.31	$134.29 - $151.32
Q2 2023	6,235	$907	$129.66	$119.02 - $137.67
Q1 2023	5,713	$744	$128.16	$115.18 - $135.05
Q4 2022	7,070	$948	$117.65	$94.06 - $128.78
Q3 2022	6,272	$655	$105.62	$96.10 - $114.36
Q2 2022	5,095	$574	$113.02	$101.22 - $124.46
Q1 2022	5,095	$695	$133.66	$115.27 - $153.80
Q4 2021	5,151	$816	$147.83	$136.71 - $155.72
Q3 2021	5,267	$862	$140.29	$130.40 - $151.51
Q2 2021	5,445	$847	$139.74	$130.53 - $148.99
Q1 2021	5,595	$852	$127.25	$109.49 - $143.03
Q4 2020	5,796	$736	$98.14	$82.75 - $111.83
Q3 2020	5,360	$516	$85.44	$79.00 - $92.62
Q2 2020	4,615	$434	$81.74	$70.76 - $99.77
Q1 2020	8,390	$755	$103.61	$65.60 - $120.06
Q4 2019	8,182	$1,141	$108.67	$93.67 - $118.72
Q3 2019	8,196	$928	$95.08	$87.73 - $101.23
Q2 2019	8,279	$942	$92.02	$84.61 - $97.81
Q1 2019	8,575	$868	$85.34	$78.85 - $89.81