JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Fiduciary Planning LLC's Holding History (CIK: 0001792851)

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

Q4 2025

Shares 4,765 Value ($000) $1,535 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,713 Value ($000) $1,487 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,707 Value ($000) $1,365 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,763 Value ($000) $1,168 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 4,661 Value ($000) $1,117 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,693 Value ($000) $990 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,636 Value ($000) $938 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,581 Value ($000) $918 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,578 Value ($000) $779 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,397 Value ($000) $1,363 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 12,630 Value ($000) $1,837 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 12,609 Value ($000) $1,643 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 12,509 Value ($000) $2 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 12,419 Value ($000) $1,298 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 12,275 Value ($000) $1,382 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 10,643 Value ($000) $1,451 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 9,599 Value ($000) $1,520 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 14,035 Value ($000) $2,297 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 10,363 Value ($000) $1,612 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,336 Value ($000) $1,117 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 7,260 Value ($000) $923 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 7,158 Value ($000) $689 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 4,028 Value ($000) $389 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,028 Value ($000) $363 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 4,048 Value ($000) $544 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,765	$1,535	$309.53	$290.54 - $330.86
Q3 2025	4,713	$1,487	$295.93	$278.95 - $316.47
Q2 2025	4,707	$1,365	$252.67	$200.22 - $289.84
Q1 2025	4,763	$1,168	$250.91	$220.72 - $275.86
Q4 2024	4,661	$1,117	$228.03	$198.89 - $249.04
Q3 2024	4,693	$990	$204.96	$185.80 - $219.46
Q2 2024	4,636	$938	$189.18	$173.46 - $199.28
Q1 2024	4,581	$918	$173.61	$158.11 - $193.16
Q4 2023	4,578	$779	$144.89	$129.30 - $163.25
Q3 2023	9,397	$1,363	$142.31	$134.29 - $151.32
Q2 2023	12,630	$1,837	$129.66	$119.02 - $137.67
Q1 2023	12,609	$1,643	$128.16	$115.18 - $135.05
Q4 2022	12,509	$2	$117.65	$94.06 - $128.78
Q3 2022	12,419	$1,298	$105.62	$96.10 - $114.36
Q2 2022	12,275	$1,382	$113.02	$101.22 - $124.46
Q1 2022	10,643	$1,451	$133.66	$115.27 - $153.80
Q4 2021	9,599	$1,520	$147.83	$136.71 - $155.72
Q3 2021	14,035	$2,297	$140.29	$130.40 - $151.51
Q2 2021	10,363	$1,612	$139.74	$130.53 - $148.99
Q1 2021	7,336	$1,117	$127.25	$109.49 - $143.03
Q4 2020	7,260	$923	$98.14	$82.75 - $111.83
Q3 2020	7,158	$689	$85.44	$79.00 - $92.62
Q2 2020	4,028	$389	$81.74	$70.76 - $99.77
Q1 2020	4,028	$363	$103.61	$65.60 - $120.06
Q4 2019	4,048	$544	$108.67	$93.67 - $118.72