JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025

Shares 10,039 Value ($000) $3,235 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,045 Value ($000) $3,168 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 10,232 Value ($000) $2,966 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 9,989 Value ($000) $2,450 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,061 Value ($000) $2,412 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 9,811 Value ($000) $2,069 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,803 Value ($000) $1,983 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 10,021 Value ($000) $2,007 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 10,240 Value ($000) $1,742 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 10,156 Value ($000) $1,473 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 10,145 Value ($000) $1,475 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 10,133 Value ($000) $1,320 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 10,760 Value ($000) $1,443 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,359 Value ($000) $1,082 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 8,053 Value ($000) $907 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 8,617 Value ($000) $1,175 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 9,115 Value ($000) $1,443 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 14,736 Value ($000) $2,412 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 14,653 Value ($000) $2,279 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 13,996 Value ($000) $2,131 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 12,748 Value ($000) $1,620 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 12,958 Value ($000) $1,247 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 12,643 Value ($000) $1,189 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 11,027 Value ($000) $993 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 10,994 Value ($000) $1,533 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,039	$3,235	$309.53	$290.54 - $330.86
Q3 2025	10,045	$3,168	$295.93	$278.95 - $316.47
Q2 2025	10,232	$2,966	$252.67	$200.22 - $289.84
Q1 2025	9,989	$2,450	$250.91	$220.72 - $275.86
Q4 2024	10,061	$2,412	$228.03	$198.89 - $249.04
Q3 2024	9,811	$2,069	$204.96	$185.80 - $219.46
Q2 2024	9,803	$1,983	$189.18	$173.46 - $199.28
Q1 2024	10,021	$2,007	$173.61	$158.11 - $193.16
Q4 2023	10,240	$1,742	$144.89	$129.30 - $163.25
Q3 2023	10,156	$1,473	$142.31	$134.29 - $151.32
Q2 2023	10,145	$1,475	$129.66	$119.02 - $137.67
Q1 2023	10,133	$1,320	$128.16	$115.18 - $135.05
Q4 2022	10,760	$1,443	$117.65	$94.06 - $128.78
Q3 2022	10,359	$1,082	$105.62	$96.10 - $114.36
Q2 2022	8,053	$907	$113.02	$101.22 - $124.46
Q1 2022	8,617	$1,175	$133.66	$115.27 - $153.80
Q4 2021	9,115	$1,443	$147.83	$136.71 - $155.72
Q3 2021	14,736	$2,412	$140.29	$130.40 - $151.51
Q2 2021	14,653	$2,279	$139.74	$130.53 - $148.99
Q1 2021	13,996	$2,131	$127.25	$109.49 - $143.03
Q4 2020	12,748	$1,620	$98.14	$82.75 - $111.83
Q3 2020	12,958	$1,247	$85.44	$79.00 - $92.62
Q2 2020	12,643	$1,189	$81.74	$70.76 - $99.77
Q1 2020	11,027	$993	$103.61	$65.60 - $120.06
Q4 2019	10,994	$1,533	$108.67	$93.67 - $118.72