JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025

Shares 26,622 Value ($000) $8,578 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 26,592 Value ($000) $8,388 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 27,623 Value ($000) $8,008 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 27,987 Value ($000) $6,865 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 27,982 Value ($000) $6,708 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 26,699 Value ($000) $5,630 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 27,050 Value ($000) $5,471 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 27,894 Value ($000) $5,587 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 27,494 Value ($000) $4,677 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 28,019 Value ($000) $4,063 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 27,948 Value ($000) $4,065 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 27,297 Value ($000) $3,557 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 27,408 Value ($000) $3,675 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 27,567 Value ($000) $2,881 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 27,022 Value ($000) $3,043 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,325 Value ($000) $3,589 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 26,431 Value ($000) $4,185 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 26,386 Value ($000) $4,319 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 26,374 Value ($000) $4,102 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 26,788 Value ($000) $4,078 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 27,529 Value ($000) $3,498 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 27,812 Value ($000) $2,677 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 32,345 Value ($000) $3,042 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 13,598 Value ($000) $1,224 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 12,744 Value ($000) $1,777 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	26,622	$8,578	$309.53	$290.54 - $330.86
Q3 2025	26,592	$8,388	$295.93	$278.95 - $316.47
Q2 2025	27,623	$8,008	$252.67	$200.22 - $289.84
Q1 2025	27,987	$6,865	$250.91	$220.72 - $275.86
Q4 2024	27,982	$6,708	$228.03	$198.89 - $249.04
Q3 2024	26,699	$5,630	$204.96	$185.80 - $219.46
Q2 2024	27,050	$5,471	$189.18	$173.46 - $199.28
Q1 2024	27,894	$5,587	$173.61	$158.11 - $193.16
Q4 2023	27,494	$4,677	$144.89	$129.30 - $163.25
Q3 2023	28,019	$4,063	$142.31	$134.29 - $151.32
Q2 2023	27,948	$4,065	$129.66	$119.02 - $137.67
Q1 2023	27,297	$3,557	$128.16	$115.18 - $135.05
Q4 2022	27,408	$3,675	$117.65	$94.06 - $128.78
Q3 2022	27,567	$2,881	$105.62	$96.10 - $114.36
Q2 2022	27,022	$3,043	$113.02	$101.22 - $124.46
Q1 2022	26,325	$3,589	$133.66	$115.27 - $153.80
Q4 2021	26,431	$4,185	$147.83	$136.71 - $155.72
Q3 2021	26,386	$4,319	$140.29	$130.40 - $151.51
Q2 2021	26,374	$4,102	$139.74	$130.53 - $148.99
Q1 2021	26,788	$4,078	$127.25	$109.49 - $143.03
Q4 2020	27,529	$3,498	$98.14	$82.75 - $111.83
Q3 2020	27,812	$2,677	$85.44	$79.00 - $92.62
Q2 2020	32,345	$3,042	$81.74	$70.76 - $99.77
Q1 2020	13,598	$1,224	$103.61	$65.60 - $120.06
Q4 2019	12,744	$1,777	$108.67	$93.67 - $118.72