JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 12,928 Value ($000) $4,166 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 12,846 Value ($000) $4,052 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 12,654 Value ($000) $3,669 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 12,905 Value ($000) $3,166 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 12,871 Value ($000) $3,085 Avg Close $228.03 Range $198.89 - $249.04
Q1 2022
Shares 12,247 Value ($000) $1,669 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 15,604 Value ($000) $2,471 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 13,764 Value ($000) $2,253 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 13,882 Value ($000) $2,159 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 11,576 Value ($000) $1,762 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 13,390 Value ($000) $1,702 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 12,779 Value ($000) $1,230 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 6,056 Value ($000) $570 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 11,438 Value ($000) $1,030 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 2,935 Value ($000) $409 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 15,233 Value ($000) $1,793 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 14,649 Value ($000) $1,637 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 16,966 Value ($000) $1,717 Avg Close $85.34 Range $78.85 - $89.81