JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025

Shares 192,539 Value ($000) $62,040 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 149,432 Value ($000) $47,135 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 127,986 Value ($000) $37,105 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 116,068 Value ($000) $28,472 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 85,609 Value ($000) $20,521 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 80,681 Value ($000) $17,012 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 63,984 Value ($000) $12,941 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 52,676 Value ($000) $10,551 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 52,292 Value ($000) $8,895 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 49,836 Value ($000) $7,227 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 44,298 Value ($000) $6,443 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 43,290 Value ($000) $5,641 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 42,766 Value ($000) $5,735 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 38,798 Value ($000) $4,054 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 29,066 Value ($000) $3,273 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,972 Value ($000) $3,677 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 25,178 Value ($000) $3,987 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 23,134 Value ($000) $3,786 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 28,972 Value ($000) $4,506 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 22,929 Value ($000) $3,490 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 17,607 Value ($000) $2,237 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 10,833 Value ($000) $1,099,699 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 7,781 Value ($000) $764,146 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,329 Value ($000) $569,822 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 5,521 Value ($000) $761,270 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	192,539	$62,040	$309.53	$290.54 - $330.86
Q3 2025	149,432	$47,135	$295.93	$278.95 - $316.47
Q2 2025	127,986	$37,105	$252.67	$200.22 - $289.84
Q1 2025	116,068	$28,472	$250.91	$220.72 - $275.86
Q4 2024	85,609	$20,521	$228.03	$198.89 - $249.04
Q3 2024	80,681	$17,012	$204.96	$185.80 - $219.46
Q2 2024	63,984	$12,941	$189.18	$173.46 - $199.28
Q1 2024	52,676	$10,551	$173.61	$158.11 - $193.16
Q4 2023	52,292	$8,895	$144.89	$129.30 - $163.25
Q3 2023	49,836	$7,227	$142.31	$134.29 - $151.32
Q2 2023	44,298	$6,443	$129.66	$119.02 - $137.67
Q1 2023	43,290	$5,641	$128.16	$115.18 - $135.05
Q4 2022	42,766	$5,735	$117.65	$94.06 - $128.78
Q3 2022	38,798	$4,054	$105.62	$96.10 - $114.36
Q2 2022	29,066	$3,273	$113.02	$101.22 - $124.46
Q1 2022	26,972	$3,677	$133.66	$115.27 - $153.80
Q4 2021	25,178	$3,987	$147.83	$136.71 - $155.72
Q3 2021	23,134	$3,786	$140.29	$130.40 - $151.51
Q2 2021	28,972	$4,506	$139.74	$130.53 - $148.99
Q1 2021	22,929	$3,490	$127.25	$109.49 - $143.03
Q4 2020	17,607	$2,237	$98.14	$82.75 - $111.83
Q3 2020	10,833	$1,099,699	$85.44	$79.00 - $92.62
Q2 2020	7,781	$764,146	$81.74	$70.76 - $99.77
Q1 2020	6,329	$569,822	$103.61	$65.60 - $120.06
Q4 2019	5,521	$761,270	$108.67	$93.67 - $118.72