JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025

Shares 759 Value ($000) $245 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 781 Value ($000) $246 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 717 Value ($000) $208 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,140 Value ($000) $280 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 1,056 Value ($000) $253 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	759	$245	$309.53	$290.54 - $330.86
Q3 2025	781	$246	$295.93	$278.95 - $316.47
Q2 2025	717	$208	$252.67	$200.22 - $289.84
Q1 2025	1,140	$280	$250.91	$220.72 - $275.86
Q4 2024	1,056	$253	$228.03	$198.89 - $249.04