JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025

Shares 4,597 Value ($000) $1,481 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,596 Value ($000) $1,450 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,595 Value ($000) $1,332 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,861 Value ($000) $1,192 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 4,546 Value ($000) $1,090 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,545 Value ($000) $958 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,544 Value ($000) $919 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,561 Value ($000) $914 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 6,220 Value ($000) $1,058 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,584 Value ($000) $955 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 6,582 Value ($000) $957 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 6,472 Value ($000) $843 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,131 Value ($000) $933 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 6,553 Value ($000) $685 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 7,353 Value ($000) $828 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 6,871 Value ($000) $937 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 6,705 Value ($000) $1,062 Avg Close $147.83 Range $136.71 - $155.72

Q2 2021

Shares 6,237 Value ($000) $970 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 6,131 Value ($000) $933 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 6,128 Value ($000) $779 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 6,126 Value ($000) $590 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 6,128 Value ($000) $576 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 4,968 Value ($000) $693 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 4,968 Value ($000) $693 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,597	$1,481	$309.53	$290.54 - $330.86
Q3 2025	4,596	$1,450	$295.93	$278.95 - $316.47
Q2 2025	4,595	$1,332	$252.67	$200.22 - $289.84
Q1 2025	4,861	$1,192	$250.91	$220.72 - $275.86
Q4 2024	4,546	$1,090	$228.03	$198.89 - $249.04
Q3 2024	4,545	$958	$204.96	$185.80 - $219.46
Q2 2024	4,544	$919	$189.18	$173.46 - $199.28
Q1 2024	4,561	$914	$173.61	$158.11 - $193.16
Q4 2023	6,220	$1,058	$144.89	$129.30 - $163.25
Q3 2023	6,584	$955	$142.31	$134.29 - $151.32
Q2 2023	6,582	$957	$129.66	$119.02 - $137.67
Q1 2023	6,472	$843	$128.16	$115.18 - $135.05
Q4 2022	6,131	$933	$117.65	$94.06 - $128.78
Q3 2022	6,553	$685	$105.62	$96.10 - $114.36
Q2 2022	7,353	$828	$113.02	$101.22 - $124.46
Q1 2022	6,871	$937	$133.66	$115.27 - $153.80
Q4 2021	6,705	$1,062	$147.83	$136.71 - $155.72
Q2 2021	6,237	$970	$139.74	$130.53 - $148.99
Q1 2021	6,131	$933	$127.25	$109.49 - $143.03
Q4 2020	6,128	$779	$98.14	$82.75 - $111.83
Q3 2020	6,126	$590	$85.44	$79.00 - $92.62
Q2 2020	6,128	$576	$81.74	$70.76 - $99.77
Q1 2020	4,968	$693	$103.61	$65.60 - $120.06
Q4 2019	4,968	$693	$108.67	$93.67 - $118.72