JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 2,192 Value ($000) $706 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,696 Value ($000) $535 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,690 Value ($000) $490 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,654 Value ($000) $406 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,027 Value ($000) $486 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,952 Value ($000) $412 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,833 Value ($000) $375 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,755 Value ($000) $351 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,783 Value ($000) $303 Avg Close $144.89 Range $129.30 - $163.25