JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Secure Asset Management, LLC's Holding History (CIK: 0001800692)

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

Q4 2025

Shares 4,027 Value ($000) $1,298 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,333 Value ($000) $1,346 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,314 Value ($000) $1,541 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,020 Value ($000) $986 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 15,493 Value ($000) $3,714 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 15,409 Value ($000) $3,249 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 15,935 Value ($000) $3,223 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 17,410 Value ($000) $3,487 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 19,591 Value ($000) $3,332 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 21,169 Value ($000) $3,070 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 20,085 Value ($000) $2,921 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 20,332 Value ($000) $2,649 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 27,856 Value ($000) $3,736 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 28,438 Value ($000) $2,972 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 28,077 Value ($000) $3,162 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,946 Value ($000) $3,673 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 28,813 Value ($000) $4,563 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 20,043 Value ($000) $3,281 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 18,237 Value ($000) $2,837 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 17,955 Value ($000) $2,733 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 17,722 Value ($000) $2,252 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 11,802 Value ($000) $1,136 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,232 Value ($000) $868 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 3,540 Value ($000) $319 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,332 Value ($000) $743 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,027	$1,298	$309.53	$290.54 - $330.86
Q3 2025	4,333	$1,346	$295.93	$278.95 - $316.47
Q2 2025	5,314	$1,541	$252.67	$200.22 - $289.84
Q1 2025	4,020	$986	$250.91	$220.72 - $275.86
Q4 2024	15,493	$3,714	$228.03	$198.89 - $249.04
Q3 2024	15,409	$3,249	$204.96	$185.80 - $219.46
Q2 2024	15,935	$3,223	$189.18	$173.46 - $199.28
Q1 2024	17,410	$3,487	$173.61	$158.11 - $193.16
Q4 2023	19,591	$3,332	$144.89	$129.30 - $163.25
Q3 2023	21,169	$3,070	$142.31	$134.29 - $151.32
Q2 2023	20,085	$2,921	$129.66	$119.02 - $137.67
Q1 2023	20,332	$2,649	$128.16	$115.18 - $135.05
Q4 2022	27,856	$3,736	$117.65	$94.06 - $128.78
Q3 2022	28,438	$2,972	$105.62	$96.10 - $114.36
Q2 2022	28,077	$3,162	$113.02	$101.22 - $124.46
Q1 2022	26,946	$3,673	$133.66	$115.27 - $153.80
Q4 2021	28,813	$4,563	$147.83	$136.71 - $155.72
Q3 2021	20,043	$3,281	$140.29	$130.40 - $151.51
Q2 2021	18,237	$2,837	$139.74	$130.53 - $148.99
Q1 2021	17,955	$2,733	$127.25	$109.49 - $143.03
Q4 2020	17,722	$2,252	$98.14	$82.75 - $111.83
Q3 2020	11,802	$1,136	$85.44	$79.00 - $92.62
Q2 2020	9,232	$868	$81.74	$70.76 - $99.77
Q1 2020	3,540	$319	$103.61	$65.60 - $120.06
Q4 2019	5,332	$743	$108.67	$93.67 - $118.72