JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealth Alliance's Holding History (CIK: 0001793904)

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

Q4 2025

Shares 16,907 Value ($000) $5,448 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 17,920 Value ($000) $5,652 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 17,560 Value ($000) $5,091 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 16,841 Value ($000) $4,131 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 16,380 Value ($000) $3,926 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 15,969 Value ($000) $3,367 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 16,290 Value ($000) $3,295 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 16,165 Value ($000) $3,238 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 14,949 Value ($000) $2,543 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 15,412 Value ($000) $2,235 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 15,412 Value ($000) $2,242 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 16,019 Value ($000) $2,087 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 21,203 Value ($000) $2,843 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 19,755 Value ($000) $2,065 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 17,603 Value ($000) $1,982 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 15,938 Value ($000) $2,173 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 15,025 Value ($000) $2,379 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 15,080 Value ($000) $2,468 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 15,676 Value ($000) $2,438 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 16,441 Value ($000) $2,503 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 18,737 Value ($000) $2,381 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 17,804 Value ($000) $1,714 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 16,507 Value ($000) $1,553 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 13,035 Value ($000) $1,174 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 15,455 Value ($000) $2,154 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,907	$5,448	$309.53	$290.54 - $330.86
Q3 2025	17,920	$5,652	$295.93	$278.95 - $316.47
Q2 2025	17,560	$5,091	$252.67	$200.22 - $289.84
Q1 2025	16,841	$4,131	$250.91	$220.72 - $275.86
Q4 2024	16,380	$3,926	$228.03	$198.89 - $249.04
Q3 2024	15,969	$3,367	$204.96	$185.80 - $219.46
Q2 2024	16,290	$3,295	$189.18	$173.46 - $199.28
Q1 2024	16,165	$3,238	$173.61	$158.11 - $193.16
Q4 2023	14,949	$2,543	$144.89	$129.30 - $163.25
Q3 2023	15,412	$2,235	$142.31	$134.29 - $151.32
Q2 2023	15,412	$2,242	$129.66	$119.02 - $137.67
Q1 2023	16,019	$2,087	$128.16	$115.18 - $135.05
Q4 2022	21,203	$2,843	$117.65	$94.06 - $128.78
Q3 2022	19,755	$2,065	$105.62	$96.10 - $114.36
Q2 2022	17,603	$1,982	$113.02	$101.22 - $124.46
Q1 2022	15,938	$2,173	$133.66	$115.27 - $153.80
Q4 2021	15,025	$2,379	$147.83	$136.71 - $155.72
Q3 2021	15,080	$2,468	$140.29	$130.40 - $151.51
Q2 2021	15,676	$2,438	$139.74	$130.53 - $148.99
Q1 2021	16,441	$2,503	$127.25	$109.49 - $143.03
Q4 2020	18,737	$2,381	$98.14	$82.75 - $111.83
Q3 2020	17,804	$1,714	$85.44	$79.00 - $92.62
Q2 2020	16,507	$1,553	$81.74	$70.76 - $99.77
Q1 2020	13,035	$1,174	$103.61	$65.60 - $120.06
Q4 2019	15,455	$2,154	$108.67	$93.67 - $118.72