JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Mattern Wealth Management LLC's Holding History (CIK: 0001802376)

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

Q4 2025

Shares 25,733 Value ($000) $8,292 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 25,379 Value ($000) $8,005 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 26,575 Value ($000) $7,704 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 26,872 Value ($000) $6,592 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 26,502 Value ($000) $6,353 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 28,455 Value ($000) $6,000 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 27,868 Value ($000) $5,637 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 28,349 Value ($000) $5,678 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 27,740 Value ($000) $4,719 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 27,073 Value ($000) $3,926 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 24,397 Value ($000) $3,548 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 21,222 Value ($000) $2,765 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 17,442 Value ($000) $2,339 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 17,117 Value ($000) $1,789 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 16,771 Value ($000) $1,889 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 16,814 Value ($000) $2,292 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 14,221 Value ($000) $2,252 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 14,317 Value ($000) $2,344 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 14,593 Value ($000) $2,217 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 13,592 Value ($000) $2,069 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 16,750 Value ($000) $2,128 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 17,485 Value ($000) $1,683 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 17,298 Value ($000) $1,627 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 16,908 Value ($000) $1,522 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 16,782 Value ($000) $2,339 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,733	$8,292	$309.53	$290.54 - $330.86
Q3 2025	25,379	$8,005	$295.93	$278.95 - $316.47
Q2 2025	26,575	$7,704	$252.67	$200.22 - $289.84
Q1 2025	26,872	$6,592	$250.91	$220.72 - $275.86
Q4 2024	26,502	$6,353	$228.03	$198.89 - $249.04
Q3 2024	28,455	$6,000	$204.96	$185.80 - $219.46
Q2 2024	27,868	$5,637	$189.18	$173.46 - $199.28
Q1 2024	28,349	$5,678	$173.61	$158.11 - $193.16
Q4 2023	27,740	$4,719	$144.89	$129.30 - $163.25
Q3 2023	27,073	$3,926	$142.31	$134.29 - $151.32
Q2 2023	24,397	$3,548	$129.66	$119.02 - $137.67
Q1 2023	21,222	$2,765	$128.16	$115.18 - $135.05
Q4 2022	17,442	$2,339	$117.65	$94.06 - $128.78
Q3 2022	17,117	$1,789	$105.62	$96.10 - $114.36
Q2 2022	16,771	$1,889	$113.02	$101.22 - $124.46
Q1 2022	16,814	$2,292	$133.66	$115.27 - $153.80
Q4 2021	14,221	$2,252	$147.83	$136.71 - $155.72
Q3 2021	14,317	$2,344	$140.29	$130.40 - $151.51
Q2 2021	14,593	$2,217	$139.74	$130.53 - $148.99
Q1 2021	13,592	$2,069	$127.25	$109.49 - $143.03
Q4 2020	16,750	$2,128	$98.14	$82.75 - $111.83
Q3 2020	17,485	$1,683	$85.44	$79.00 - $92.62
Q2 2020	17,298	$1,627	$81.74	$70.76 - $99.77
Q1 2020	16,908	$1,522	$103.61	$65.60 - $120.06
Q4 2019	16,782	$2,339	$108.67	$93.67 - $118.72