JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Prestige Wealth Management Group LLC's Holding History (CIK: 0001772715)

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

Q4 2025

Shares 15,036 Value ($000) $4,845 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,483 Value ($000) $4,568 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 14,312 Value ($000) $4,149 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,716 Value ($000) $3,610 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 14,730 Value ($000) $3,531 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 14,420 Value ($000) $3,041 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 21,785 Value ($000) $4,406 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 15,211 Value ($000) $3,047 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 23,628 Value ($000) $4,019 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 22,057 Value ($000) $3,199 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 14,073 Value ($000) $2,047 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 14,509 Value ($000) $1,891 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 14,474 Value ($000) $1,941 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,299 Value ($000) $1,390 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,378 Value ($000) $1,394 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 11,173 Value ($000) $1,523 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 10,914 Value ($000) $1,728 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,568 Value ($000) $1,730 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 11,425 Value ($000) $1,777 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,489 Value ($000) $1,444 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 7,897 Value ($000) $1,003 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,461 Value ($000) $911 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,040 Value ($000) $851 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,984 Value ($000) $628 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 8,524 Value ($000) $1,188 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 8,522 Value ($000) $1,003 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 8,493 Value ($000) $950 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 7,085 Value ($000) $717 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 11,193 Value ($000) $1,093 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,036	$4,845	$309.53	$290.54 - $330.86
Q3 2025	14,483	$4,568	$295.93	$278.95 - $316.47
Q2 2025	14,312	$4,149	$252.67	$200.22 - $289.84
Q1 2025	14,716	$3,610	$250.91	$220.72 - $275.86
Q4 2024	14,730	$3,531	$228.03	$198.89 - $249.04
Q3 2024	14,420	$3,041	$204.96	$185.80 - $219.46
Q2 2024	21,785	$4,406	$189.18	$173.46 - $199.28
Q1 2024	15,211	$3,047	$173.61	$158.11 - $193.16
Q4 2023	23,628	$4,019	$144.89	$129.30 - $163.25
Q3 2023	22,057	$3,199	$142.31	$134.29 - $151.32
Q2 2023	14,073	$2,047	$129.66	$119.02 - $137.67
Q1 2023	14,509	$1,891	$128.16	$115.18 - $135.05
Q4 2022	14,474	$1,941	$117.65	$94.06 - $128.78
Q3 2022	13,299	$1,390	$105.62	$96.10 - $114.36
Q2 2022	12,378	$1,394	$113.02	$101.22 - $124.46
Q1 2022	11,173	$1,523	$133.66	$115.27 - $153.80
Q4 2021	10,914	$1,728	$147.83	$136.71 - $155.72
Q3 2021	10,568	$1,730	$140.29	$130.40 - $151.51
Q2 2021	11,425	$1,777	$139.74	$130.53 - $148.99
Q1 2021	9,489	$1,444	$127.25	$109.49 - $143.03
Q4 2020	7,897	$1,003	$98.14	$82.75 - $111.83
Q3 2020	9,461	$911	$85.44	$79.00 - $92.62
Q2 2020	9,040	$851	$81.74	$70.76 - $99.77
Q1 2020	6,984	$628	$103.61	$65.60 - $120.06
Q4 2019	8,524	$1,188	$108.67	$93.67 - $118.72
Q3 2019	8,522	$1,003	$95.08	$87.73 - $101.23
Q2 2019	8,493	$950	$92.02	$84.61 - $97.81
Q1 2019	7,085	$717	$85.34	$78.85 - $89.81
Q4 2018	11,193	$1,093	$87.53	$74.88 - $96.00