JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Strategic Wealth Investment Group, LLC's Holding History (CIK: 0001802365)

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

Q4 2025

Shares 70,211 Value ($000) $22,623 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 100,485 Value ($000) $31,696 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,394 Value ($000) $1,854 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,013 Value ($000) $1,475 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 14,329 Value ($000) $655 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 101,648 Value ($000) $21,045 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 72,868 Value ($000) $14,971 Avg Close $189.18 Range $173.46 - $199.28

Q4 2023

Shares 77,436 Value ($000) $13,172 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 71,520 Value ($000) $10,372 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 76,751 Value ($000) $11,163 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 65,579 Value ($000) $8,546 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 58,636 Value ($000) $8,008 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 51,183 Value ($000) $5,349 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 45,473 Value ($000) $5,121 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 36,300 Value ($000) $4,948 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 30,063 Value ($000) $4,761 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 25,216 Value ($000) $4,115 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 19,562 Value ($000) $3,043 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 15,589 Value ($000) $2,373 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 14,369 Value ($000) $1,826 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 13,706 Value ($000) $1,319 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 12,972 Value ($000) $1,220 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 9,685 Value ($000) $872 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 10,690 Value ($000) $1,490 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	70,211	$22,623	$309.53	$290.54 - $330.86
Q3 2025	100,485	$31,696	$295.93	$278.95 - $316.47
Q2 2025	6,394	$1,854	$252.67	$200.22 - $289.84
Q1 2025	6,013	$1,475	$250.91	$220.72 - $275.86
Q4 2024	14,329	$655	$228.03	$198.89 - $249.04
Q3 2024	101,648	$21,045	$204.96	$185.80 - $219.46
Q2 2024	72,868	$14,971	$189.18	$173.46 - $199.28
Q4 2023	77,436	$13,172	$144.89	$129.30 - $163.25
Q3 2023	71,520	$10,372	$142.31	$134.29 - $151.32
Q2 2023	76,751	$11,163	$129.66	$119.02 - $137.67
Q1 2023	65,579	$8,546	$128.16	$115.18 - $135.05
Q4 2022	58,636	$8,008	$117.65	$94.06 - $128.78
Q3 2022	51,183	$5,349	$105.62	$96.10 - $114.36
Q2 2022	45,473	$5,121	$113.02	$101.22 - $124.46
Q1 2022	36,300	$4,948	$133.66	$115.27 - $153.80
Q4 2021	30,063	$4,761	$147.83	$136.71 - $155.72
Q3 2021	25,216	$4,115	$140.29	$130.40 - $151.51
Q2 2021	19,562	$3,043	$139.74	$130.53 - $148.99
Q1 2021	15,589	$2,373	$127.25	$109.49 - $143.03
Q4 2020	14,369	$1,826	$98.14	$82.75 - $111.83
Q3 2020	13,706	$1,319	$85.44	$79.00 - $92.62
Q2 2020	12,972	$1,220	$81.74	$70.76 - $99.77
Q1 2020	9,685	$872	$103.61	$65.60 - $120.06
Q4 2019	10,690	$1,490	$108.67	$93.67 - $118.72