JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025

Shares 65,249 Value ($000) $21,025 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 64,131 Value ($000) $20,229 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 63,459 Value ($000) $18,397 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 62,344 Value ($000) $15,293 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 62,640 Value ($000) $15,015 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 63,751 Value ($000) $13,443 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 56,127 Value ($000) $11,352 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 56,403 Value ($000) $11,297 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 62,951 Value ($000) $10,708 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 62,595 Value ($000) $9,078 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 58,693 Value ($000) $8,536 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 60,612 Value ($000) $7,898 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 62,951 Value ($000) $10,708 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 46,357 Value ($000) $4,844 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 49,146 Value ($000) $5,534 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 47,331 Value ($000) $6,452 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 45,555 Value ($000) $7,214 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 43,983 Value ($000) $7,200 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 44,348 Value ($000) $6,898 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 47,319 Value ($000) $7,203 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 44,350 Value ($000) $5,635 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 44,419 Value ($000) $4,276 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 48,217 Value ($000) $4,535 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 45,666 Value ($000) $4,111 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 43,685 Value ($000) $6,090 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 45,296 Value ($000) $5,331 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 46,703 Value ($000) $5,221 Avg Close $92.02 Range $84.61 - $97.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	65,249	$21,025	$309.53	$290.54 - $330.86
Q3 2025	64,131	$20,229	$295.93	$278.95 - $316.47
Q2 2025	63,459	$18,397	$252.67	$200.22 - $289.84
Q1 2025	62,344	$15,293	$250.91	$220.72 - $275.86
Q4 2024	62,640	$15,015	$228.03	$198.89 - $249.04
Q3 2024	63,751	$13,443	$204.96	$185.80 - $219.46
Q2 2024	56,127	$11,352	$189.18	$173.46 - $199.28
Q1 2024	56,403	$11,297	$173.61	$158.11 - $193.16
Q4 2023	62,951	$10,708	$144.89	$129.30 - $163.25
Q3 2023	62,595	$9,078	$142.31	$134.29 - $151.32
Q2 2023	58,693	$8,536	$129.66	$119.02 - $137.67
Q1 2023	60,612	$7,898	$128.16	$115.18 - $135.05
Q4 2022	62,951	$10,708	$117.65	$94.06 - $128.78
Q3 2022	46,357	$4,844	$105.62	$96.10 - $114.36
Q2 2022	49,146	$5,534	$113.02	$101.22 - $124.46
Q1 2022	47,331	$6,452	$133.66	$115.27 - $153.80
Q4 2021	45,555	$7,214	$147.83	$136.71 - $155.72
Q3 2021	43,983	$7,200	$140.29	$130.40 - $151.51
Q2 2021	44,348	$6,898	$139.74	$130.53 - $148.99
Q1 2021	47,319	$7,203	$127.25	$109.49 - $143.03
Q4 2020	44,350	$5,635	$98.14	$82.75 - $111.83
Q3 2020	44,419	$4,276	$85.44	$79.00 - $92.62
Q2 2020	48,217	$4,535	$81.74	$70.76 - $99.77
Q1 2020	45,666	$4,111	$103.61	$65.60 - $120.06
Q4 2019	43,685	$6,090	$108.67	$93.67 - $118.72
Q3 2019	45,296	$5,331	$95.08	$87.73 - $101.23
Q2 2019	46,703	$5,221	$92.02	$84.61 - $97.81