JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

EVOKE WEALTH, LLC's Holding History (CIK: 0001793432)

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

Q4 2025

Shares 38,596 Value ($000) $12,436 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 37,252 Value ($000) $11,750 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 33,502 Value ($000) $9,713 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 28,577 Value ($000) $7,010 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 27,838 Value ($000) $6,673 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 26,786 Value ($000) $5,648 Avg Close $204.96 Range $185.80 - $219.46

Q1 2024

Shares 25,844 Value ($000) $5,177 Avg Close $173.61 Range $158.11 - $193.16

Q3 2023

Shares 25,269 Value ($000) $3,665 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 26,624 Value ($000) $3,872 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 24,766 Value ($000) $3,227 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 25,530 Value ($000) $3,424 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 26,535 Value ($000) $2,773 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 25,489 Value ($000) $2,870 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 24,434 Value ($000) $3,331 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 22,603 Value ($000) $3,579 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 21,879 Value ($000) $3,581 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 19,766 Value ($000) $3,074 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 19,976 Value ($000) $3,041 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 10,702 Value ($000) $1,360 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 111,612 Value ($000) $10,745 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 14,040 Value ($000) $1,321 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 16,996 Value ($000) $1,530,139 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 34,549 Value ($000) $2,109,960 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 11,163 Value ($000) $1,313,837 Avg Close $95.08 Range $87.73 - $101.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	38,596	$12,436	$309.53	$290.54 - $330.86
Q3 2025	37,252	$11,750	$295.93	$278.95 - $316.47
Q2 2025	33,502	$9,713	$252.67	$200.22 - $289.84
Q1 2025	28,577	$7,010	$250.91	$220.72 - $275.86
Q4 2024	27,838	$6,673	$228.03	$198.89 - $249.04
Q3 2024	26,786	$5,648	$204.96	$185.80 - $219.46
Q1 2024	25,844	$5,177	$173.61	$158.11 - $193.16
Q3 2023	25,269	$3,665	$142.31	$134.29 - $151.32
Q2 2023	26,624	$3,872	$129.66	$119.02 - $137.67
Q1 2023	24,766	$3,227	$128.16	$115.18 - $135.05
Q4 2022	25,530	$3,424	$117.65	$94.06 - $128.78
Q3 2022	26,535	$2,773	$105.62	$96.10 - $114.36
Q2 2022	25,489	$2,870	$113.02	$101.22 - $124.46
Q1 2022	24,434	$3,331	$133.66	$115.27 - $153.80
Q4 2021	22,603	$3,579	$147.83	$136.71 - $155.72
Q3 2021	21,879	$3,581	$140.29	$130.40 - $151.51
Q2 2021	19,766	$3,074	$139.74	$130.53 - $148.99
Q1 2021	19,976	$3,041	$127.25	$109.49 - $143.03
Q4 2020	10,702	$1,360	$98.14	$82.75 - $111.83
Q3 2020	111,612	$10,745	$85.44	$79.00 - $92.62
Q2 2020	14,040	$1,321	$81.74	$70.76 - $99.77
Q1 2020	16,996	$1,530,139	$103.61	$65.60 - $120.06
Q4 2019	34,549	$2,109,960	$108.67	$93.67 - $118.72
Q3 2019	11,163	$1,313,837	$95.08	$87.73 - $101.23