JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025

Shares 35,580 Value ($000) $11,465 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 34,299 Value ($000) $10,819 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 33,038 Value ($000) $9,578 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 32,832 Value ($000) $8,054 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 31,437 Value ($000) $7,536 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 29,661 Value ($000) $6,254 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 28,799 Value ($000) $5,825 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 28,179 Value ($000) $5,644 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 27,400 Value ($000) $4,661 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 27,160 Value ($000) $3,939 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 26,293 Value ($000) $3,824 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 26,396 Value ($000) $3,440 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 26,018 Value ($000) $3,489 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 25,077 Value ($000) $2,621 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 22,017 Value ($000) $2,479 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 22,909 Value ($000) $3,123 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 20,537 Value ($000) $3,321 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 17,157 Value ($000) $2,808 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 16,778 Value ($000) $2,610 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 16,836 Value ($000) $2,563 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 16,806 Value ($000) $2,136 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 16,841 Value ($000) $1,792 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 14,742 Value ($000) $1,386 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 15,932 Value ($000) $1,434 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 14,843 Value ($000) $2,037 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	35,580	$11,465	$309.53	$290.54 - $330.86
Q3 2025	34,299	$10,819	$295.93	$278.95 - $316.47
Q2 2025	33,038	$9,578	$252.67	$200.22 - $289.84
Q1 2025	32,832	$8,054	$250.91	$220.72 - $275.86
Q4 2024	31,437	$7,536	$228.03	$198.89 - $249.04
Q3 2024	29,661	$6,254	$204.96	$185.80 - $219.46
Q2 2024	28,799	$5,825	$189.18	$173.46 - $199.28
Q1 2024	28,179	$5,644	$173.61	$158.11 - $193.16
Q4 2023	27,400	$4,661	$144.89	$129.30 - $163.25
Q3 2023	27,160	$3,939	$142.31	$134.29 - $151.32
Q2 2023	26,293	$3,824	$129.66	$119.02 - $137.67
Q1 2023	26,396	$3,440	$128.16	$115.18 - $135.05
Q4 2022	26,018	$3,489	$117.65	$94.06 - $128.78
Q3 2022	25,077	$2,621	$105.62	$96.10 - $114.36
Q2 2022	22,017	$2,479	$113.02	$101.22 - $124.46
Q1 2022	22,909	$3,123	$133.66	$115.27 - $153.80
Q4 2021	20,537	$3,321	$147.83	$136.71 - $155.72
Q3 2021	17,157	$2,808	$140.29	$130.40 - $151.51
Q2 2021	16,778	$2,610	$139.74	$130.53 - $148.99
Q1 2021	16,836	$2,563	$127.25	$109.49 - $143.03
Q4 2020	16,806	$2,136	$98.14	$82.75 - $111.83
Q3 2020	16,841	$1,792	$85.44	$79.00 - $92.62
Q2 2020	14,742	$1,386	$81.74	$70.76 - $99.77
Q1 2020	15,932	$1,434	$103.61	$65.60 - $120.06
Q4 2019	14,843	$2,037	$108.67	$93.67 - $118.72