JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

tru Independence LLC's Holding History (CIK: 0001785445)

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

Q4 2025

Shares 27,606 Value ($000) $8,895 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 28,253 Value ($000) $8,912 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 28,417 Value ($000) $8,238 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 28,990 Value ($000) $7,111 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 29,231 Value ($000) $7,007 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 30,854 Value ($000) $6,506 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 37,453 Value ($000) $7,575 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 37,695 Value ($000) $7,550 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 38,785 Value ($000) $6,597 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 39,317 Value ($000) $5,702 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 39,310 Value ($000) $5,717 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 39,116 Value ($000) $5,097 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 39,937 Value ($000) $5,355 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 39,372 Value ($000) $4,114 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 37,485 Value ($000) $4,221 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 29,600 Value ($000) $4,034 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 27,403 Value ($000) $4,339 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 27,674 Value ($000) $4,530 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 27,613 Value ($000) $4,295 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 32,764 Value ($000) $4,988 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 53,586 Value ($000) $38,546 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 53,762 Value ($000) $5,175 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 62,282 Value ($000) $5,859 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 61,844 Value ($000) $5,568 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 106,932 Value ($000) $11,853 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	27,606	$8,895	$309.53	$290.54 - $330.86
Q3 2025	28,253	$8,912	$295.93	$278.95 - $316.47
Q2 2025	28,417	$8,238	$252.67	$200.22 - $289.84
Q1 2025	28,990	$7,111	$250.91	$220.72 - $275.86
Q4 2024	29,231	$7,007	$228.03	$198.89 - $249.04
Q3 2024	30,854	$6,506	$204.96	$185.80 - $219.46
Q2 2024	37,453	$7,575	$189.18	$173.46 - $199.28
Q1 2024	37,695	$7,550	$173.61	$158.11 - $193.16
Q4 2023	38,785	$6,597	$144.89	$129.30 - $163.25
Q3 2023	39,317	$5,702	$142.31	$134.29 - $151.32
Q2 2023	39,310	$5,717	$129.66	$119.02 - $137.67
Q1 2023	39,116	$5,097	$128.16	$115.18 - $135.05
Q4 2022	39,937	$5,355	$117.65	$94.06 - $128.78
Q3 2022	39,372	$4,114	$105.62	$96.10 - $114.36
Q2 2022	37,485	$4,221	$113.02	$101.22 - $124.46
Q1 2022	29,600	$4,034	$133.66	$115.27 - $153.80
Q4 2021	27,403	$4,339	$147.83	$136.71 - $155.72
Q3 2021	27,674	$4,530	$140.29	$130.40 - $151.51
Q2 2021	27,613	$4,295	$139.74	$130.53 - $148.99
Q1 2021	32,764	$4,988	$127.25	$109.49 - $143.03
Q4 2020	53,586	$38,546	$98.14	$82.75 - $111.83
Q3 2020	53,762	$5,175	$85.44	$79.00 - $92.62
Q2 2020	62,282	$5,859	$81.74	$70.76 - $99.77
Q1 2020	61,844	$5,568	$103.61	$65.60 - $120.06
Q4 2019	106,932	$11,853	$108.67	$93.67 - $118.72