JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025

Shares 11,564 Value ($000) $3,726 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,115 Value ($000) $4,452 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 13,147 Value ($000) $3,811 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,887 Value ($000) $2,425 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 9,657 Value ($000) $2,315 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,477 Value ($000) $1,998 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,751 Value ($000) $1,972 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 7,946 Value ($000) $1,591 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 7,999 Value ($000) $1,361 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 8,042 Value ($000) $1,166 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 7,991 Value ($000) $1,162 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 7,855 Value ($000) $1,024 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 7,542 Value ($000) $1,011 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 8,088 Value ($000) $845 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 8,488 Value ($000) $956 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 8,608 Value ($000) $1,173 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,532 Value ($000) $1,351 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 8,314 Value ($000) $1,361 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 8,305 Value ($000) $1,292 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,442 Value ($000) $1,133 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,631 Value ($000) $1,223 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 8,130 Value ($000) $782 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 3,678 Value ($000) $345 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 2,977 Value ($000) $268 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,809 Value ($000) $530 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,564	$3,726	$309.53	$290.54 - $330.86
Q3 2025	14,115	$4,452	$295.93	$278.95 - $316.47
Q2 2025	13,147	$3,811	$252.67	$200.22 - $289.84
Q1 2025	9,887	$2,425	$250.91	$220.72 - $275.86
Q4 2024	9,657	$2,315	$228.03	$198.89 - $249.04
Q3 2024	9,477	$1,998	$204.96	$185.80 - $219.46
Q2 2024	9,751	$1,972	$189.18	$173.46 - $199.28
Q1 2024	7,946	$1,591	$173.61	$158.11 - $193.16
Q4 2023	7,999	$1,361	$144.89	$129.30 - $163.25
Q3 2023	8,042	$1,166	$142.31	$134.29 - $151.32
Q2 2023	7,991	$1,162	$129.66	$119.02 - $137.67
Q1 2023	7,855	$1,024	$128.16	$115.18 - $135.05
Q4 2022	7,542	$1,011	$117.65	$94.06 - $128.78
Q3 2022	8,088	$845	$105.62	$96.10 - $114.36
Q2 2022	8,488	$956	$113.02	$101.22 - $124.46
Q1 2022	8,608	$1,173	$133.66	$115.27 - $153.80
Q4 2021	8,532	$1,351	$147.83	$136.71 - $155.72
Q3 2021	8,314	$1,361	$140.29	$130.40 - $151.51
Q2 2021	8,305	$1,292	$139.74	$130.53 - $148.99
Q1 2021	7,442	$1,133	$127.25	$109.49 - $143.03
Q4 2020	9,631	$1,223	$98.14	$82.75 - $111.83
Q3 2020	8,130	$782	$85.44	$79.00 - $92.62
Q2 2020	3,678	$345	$81.74	$70.76 - $99.77
Q1 2020	2,977	$268	$103.61	$65.60 - $120.06
Q4 2019	3,809	$530	$108.67	$93.67 - $118.72