JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Clarity Wealth Advisors, LLC's Holding History (CIK: 0001767384)

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

Q4 2025

Shares 33,495 Value ($000) $10,793 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 33,611 Value ($000) $10,602 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 33,684 Value ($000) $9,765 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 33,498 Value ($000) $8,217 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 33,211 Value ($000) $7,961 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 32,633 Value ($000) $6,881 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 31,705 Value ($000) $6,413 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 33,090 Value ($000) $6,628 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 32,748 Value ($000) $5,571 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 30,258 Value ($000) $4,388 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 27,887 Value ($000) $4,056 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 26,478 Value ($000) $3,450 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 25,329 Value ($000) $3,397 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 25,070 Value ($000) $2,619 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 22,667 Value ($000) $2,552 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 20,997 Value ($000) $2,862 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 19,053 Value ($000) $3,017 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 17,145 Value ($000) $2,806 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 15,365 Value ($000) $2,389 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 13,995 Value ($000) $2,130 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 14,693 Value ($000) $1,867 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 13,830 Value ($000) $1,331 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 13,526 Value ($000) $1,272 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 2,758 Value ($000) $248 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 2,738 Value ($000) $381 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33,495	$10,793	$309.53	$290.54 - $330.86
Q3 2025	33,611	$10,602	$295.93	$278.95 - $316.47
Q2 2025	33,684	$9,765	$252.67	$200.22 - $289.84
Q1 2025	33,498	$8,217	$250.91	$220.72 - $275.86
Q4 2024	33,211	$7,961	$228.03	$198.89 - $249.04
Q3 2024	32,633	$6,881	$204.96	$185.80 - $219.46
Q2 2024	31,705	$6,413	$189.18	$173.46 - $199.28
Q1 2024	33,090	$6,628	$173.61	$158.11 - $193.16
Q4 2023	32,748	$5,571	$144.89	$129.30 - $163.25
Q3 2023	30,258	$4,388	$142.31	$134.29 - $151.32
Q2 2023	27,887	$4,056	$129.66	$119.02 - $137.67
Q1 2023	26,478	$3,450	$128.16	$115.18 - $135.05
Q4 2022	25,329	$3,397	$117.65	$94.06 - $128.78
Q3 2022	25,070	$2,619	$105.62	$96.10 - $114.36
Q2 2022	22,667	$2,552	$113.02	$101.22 - $124.46
Q1 2022	20,997	$2,862	$133.66	$115.27 - $153.80
Q4 2021	19,053	$3,017	$147.83	$136.71 - $155.72
Q3 2021	17,145	$2,806	$140.29	$130.40 - $151.51
Q2 2021	15,365	$2,389	$139.74	$130.53 - $148.99
Q1 2021	13,995	$2,130	$127.25	$109.49 - $143.03
Q4 2020	14,693	$1,867	$98.14	$82.75 - $111.83
Q3 2020	13,830	$1,331	$85.44	$79.00 - $92.62
Q2 2020	13,526	$1,272	$81.74	$70.76 - $99.77
Q1 2020	2,758	$248	$103.61	$65.60 - $120.06
Q4 2019	2,738	$381	$108.67	$93.67 - $118.72