JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WT Wealth Management's Holding History (CIK: 0001780507)

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

Q4 2025

Shares 1,772 Value ($000) $571 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 1,804 Value ($000) $569 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 1,909 Value ($000) $553 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,794 Value ($000) $440 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 1,799 Value ($000) $431 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 1,811 Value ($000) $408 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 1,857 Value ($000) $376 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 18,862 Value ($000) $3,778 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 19,318 Value ($000) $3,286 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 12,471 Value ($000) $1,808 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 11,617 Value ($000) $1,690 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 11,849 Value ($000) $1,544 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 15,596 Value ($000) $2,091 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 17,727 Value ($000) $1,853 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 17,715 Value ($000) $1,996 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 19,238 Value ($000) $2,623 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 18,252 Value ($000) $2,890 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 14,698 Value ($000) $2,406 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,683 Value ($000) $1,973 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 10,699 Value ($000) $1,629 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,280 Value ($000) $289 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 2,740 Value ($000) $263 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,575 Value ($000) $336 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,420 Value ($000) $307 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 1,659 Value ($000) $231 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,772	$571	$309.53	$290.54 - $330.86
Q3 2025	1,804	$569	$295.93	$278.95 - $316.47
Q2 2025	1,909	$553	$252.67	$200.22 - $289.84
Q1 2025	1,794	$440	$250.91	$220.72 - $275.86
Q4 2024	1,799	$431	$228.03	$198.89 - $249.04
Q3 2024	1,811	$408	$204.96	$185.80 - $219.46
Q2 2024	1,857	$376	$189.18	$173.46 - $199.28
Q1 2024	18,862	$3,778	$173.61	$158.11 - $193.16
Q4 2023	19,318	$3,286	$144.89	$129.30 - $163.25
Q3 2023	12,471	$1,808	$142.31	$134.29 - $151.32
Q2 2023	11,617	$1,690	$129.66	$119.02 - $137.67
Q1 2023	11,849	$1,544	$128.16	$115.18 - $135.05
Q4 2022	15,596	$2,091	$117.65	$94.06 - $128.78
Q3 2022	17,727	$1,853	$105.62	$96.10 - $114.36
Q2 2022	17,715	$1,996	$113.02	$101.22 - $124.46
Q1 2022	19,238	$2,623	$133.66	$115.27 - $153.80
Q4 2021	18,252	$2,890	$147.83	$136.71 - $155.72
Q3 2021	14,698	$2,406	$140.29	$130.40 - $151.51
Q2 2021	12,683	$1,973	$139.74	$130.53 - $148.99
Q1 2021	10,699	$1,629	$127.25	$109.49 - $143.03
Q4 2020	2,280	$289	$98.14	$82.75 - $111.83
Q3 2020	2,740	$263	$85.44	$79.00 - $92.62
Q2 2020	3,575	$336	$81.74	$70.76 - $99.77
Q1 2020	3,420	$307	$103.61	$65.60 - $120.06
Q4 2019	1,659	$231	$108.67	$93.67 - $118.72