JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Cardinal Strategic Wealth Guidance's Holding History (CIK: 0001801989)

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

Q4 2025

Shares 3,591 Value ($000) $1,157 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,115 Value ($000) $1,298 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,115 Value ($000) $1,193 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,130 Value ($000) $1,013 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,824 Value ($000) $1,396 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,324 Value ($000) $912 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,324 Value ($000) $875 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,107 Value ($000) $823 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,619 Value ($000) $786 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 4,649 Value ($000) $674 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,649 Value ($000) $673 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 4,658 Value ($000) $605 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 5,013 Value ($000) $671 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 5,123 Value ($000) $538 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 5,585 Value ($000) $633 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 5,660 Value ($000) $778 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 6,010 Value ($000) $952 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 6,022 Value ($000) $986 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 6,151 Value ($000) $955 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 6,316 Value ($000) $965 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,347 Value ($000) $804 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 6,356 Value ($000) $610 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 6,631 Value ($000) $622 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 6,231 Value ($000) $566 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 6,580 Value ($000) $916 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,591	$1,157	$309.53	$290.54 - $330.86
Q3 2025	4,115	$1,298	$295.93	$278.95 - $316.47
Q2 2025	4,115	$1,193	$252.67	$200.22 - $289.84
Q1 2025	4,130	$1,013	$250.91	$220.72 - $275.86
Q4 2024	5,824	$1,396	$228.03	$198.89 - $249.04
Q3 2024	4,324	$912	$204.96	$185.80 - $219.46
Q2 2024	4,324	$875	$189.18	$173.46 - $199.28
Q1 2024	4,107	$823	$173.61	$158.11 - $193.16
Q4 2023	4,619	$786	$144.89	$129.30 - $163.25
Q3 2023	4,649	$674	$142.31	$134.29 - $151.32
Q2 2023	4,649	$673	$129.66	$119.02 - $137.67
Q1 2023	4,658	$605	$128.16	$115.18 - $135.05
Q4 2022	5,013	$671	$117.65	$94.06 - $128.78
Q3 2022	5,123	$538	$105.62	$96.10 - $114.36
Q2 2022	5,585	$633	$113.02	$101.22 - $124.46
Q1 2022	5,660	$778	$133.66	$115.27 - $153.80
Q4 2021	6,010	$952	$147.83	$136.71 - $155.72
Q3 2021	6,022	$986	$140.29	$130.40 - $151.51
Q2 2021	6,151	$955	$139.74	$130.53 - $148.99
Q1 2021	6,316	$965	$127.25	$109.49 - $143.03
Q4 2020	6,347	$804	$98.14	$82.75 - $111.83
Q3 2020	6,356	$610	$85.44	$79.00 - $92.62
Q2 2020	6,631	$622	$81.74	$70.76 - $99.77
Q1 2020	6,231	$566	$103.61	$65.60 - $120.06
Q4 2019	6,580	$916	$108.67	$93.67 - $118.72