JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025

Shares 50,174 Value ($000) $16,167 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 77,342 Value ($000) $24,396 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 65,660 Value ($000) $19,036 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 67,628 Value ($000) $16,589 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 53,796 Value ($000) $12,895 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 68,264 Value ($000) $14,394 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 68,978 Value ($000) $13,951 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 77,314 Value ($000) $15,486 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 73,757 Value ($000) $12,546 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 117,934 Value ($000) $17,103 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 153,722 Value ($000) $22,357 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 140,745 Value ($000) $18,341 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 137,959 Value ($000) $18,500 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 128,310 Value ($000) $13,408 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 125,472 Value ($000) $14,129 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 43,130 Value ($000) $5,880 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 70,032 Value ($000) $11,090 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 85,549 Value ($000) $14,004 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 78,048 Value ($000) $12,140 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 86,640 Value ($000) $13,189 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 81,705 Value ($000) $10,382 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 78,289 Value ($000) $7,537 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 74,002 Value ($000) $6,961 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 82,568 Value ($000) $7,434 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 68,073 Value ($000) $9,489 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	50,174	$16,167	$309.53	$290.54 - $330.86
Q3 2025	77,342	$24,396	$295.93	$278.95 - $316.47
Q2 2025	65,660	$19,036	$252.67	$200.22 - $289.84
Q1 2025	67,628	$16,589	$250.91	$220.72 - $275.86
Q4 2024	53,796	$12,895	$228.03	$198.89 - $249.04
Q3 2024	68,264	$14,394	$204.96	$185.80 - $219.46
Q2 2024	68,978	$13,951	$189.18	$173.46 - $199.28
Q1 2024	77,314	$15,486	$173.61	$158.11 - $193.16
Q4 2023	73,757	$12,546	$144.89	$129.30 - $163.25
Q3 2023	117,934	$17,103	$142.31	$134.29 - $151.32
Q2 2023	153,722	$22,357	$129.66	$119.02 - $137.67
Q1 2023	140,745	$18,341	$128.16	$115.18 - $135.05
Q4 2022	137,959	$18,500	$117.65	$94.06 - $128.78
Q3 2022	128,310	$13,408	$105.62	$96.10 - $114.36
Q2 2022	125,472	$14,129	$113.02	$101.22 - $124.46
Q1 2022	43,130	$5,880	$133.66	$115.27 - $153.80
Q4 2021	70,032	$11,090	$147.83	$136.71 - $155.72
Q3 2021	85,549	$14,004	$140.29	$130.40 - $151.51
Q2 2021	78,048	$12,140	$139.74	$130.53 - $148.99
Q1 2021	86,640	$13,189	$127.25	$109.49 - $143.03
Q4 2020	81,705	$10,382	$98.14	$82.75 - $111.83
Q3 2020	78,289	$7,537	$85.44	$79.00 - $92.62
Q2 2020	74,002	$6,961	$81.74	$70.76 - $99.77
Q1 2020	82,568	$7,434	$103.61	$65.60 - $120.06
Q4 2019	68,073	$9,489	$108.67	$93.67 - $118.72