JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Financial Strategies Group, Inc.'s Holding History (CIK: 0001774343)

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

Q4 2025

Shares 33,431 Value ($000) $11,186 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 32,701 Value ($000) $10,116 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 32,043 Value ($000) $9,192 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 30,730 Value ($000) $7,164 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 31,708 Value ($000) $7,606 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 33,171 Value ($000) $7,347 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 32,996 Value ($000) $6,851 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 28,977 Value ($000) $5,713 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 24,858 Value ($000) $4,238 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 21,648 Value ($000) $3,194 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 18,852 Value ($000) $2,742 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,200 Value ($000) $1,459 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 10,119 Value ($000) $1,357 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,090 Value ($000) $1,054 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 7,772 Value ($000) $875 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,500 Value ($000) $750 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 4,584 Value ($000) $726 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,077 Value ($000) $667 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 3,516 Value ($000) $547 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,730 Value ($000) $416 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,876 Value ($000) $365 Avg Close $98.14 Range $82.75 - $111.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33,431	$11,186	$309.53	$290.54 - $330.86
Q3 2025	32,701	$10,116	$295.93	$278.95 - $316.47
Q2 2025	32,043	$9,192	$252.67	$200.22 - $289.84
Q1 2025	30,730	$7,164	$250.91	$220.72 - $275.86
Q4 2024	31,708	$7,606	$228.03	$198.89 - $249.04
Q3 2024	33,171	$7,347	$204.96	$185.80 - $219.46
Q2 2024	32,996	$6,851	$189.18	$173.46 - $199.28
Q1 2024	28,977	$5,713	$173.61	$158.11 - $193.16
Q4 2023	24,858	$4,238	$144.89	$129.30 - $163.25
Q3 2023	21,648	$3,194	$142.31	$134.29 - $151.32
Q2 2023	18,852	$2,742	$129.66	$119.02 - $137.67
Q1 2023	11,200	$1,459	$128.16	$115.18 - $135.05
Q4 2022	10,119	$1,357	$117.65	$94.06 - $128.78
Q3 2022	10,090	$1,054	$105.62	$96.10 - $114.36
Q2 2022	7,772	$875	$113.02	$101.22 - $124.46
Q1 2022	5,500	$750	$133.66	$115.27 - $153.80
Q4 2021	4,584	$726	$147.83	$136.71 - $155.72
Q3 2021	4,077	$667	$140.29	$130.40 - $151.51
Q2 2021	3,516	$547	$139.74	$130.53 - $148.99
Q1 2021	2,730	$416	$127.25	$109.49 - $143.03
Q4 2020	2,876	$365	$98.14	$82.75 - $111.83