JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025

Shares 18,360 Value ($000) $5,916 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,912 Value ($000) $4,704 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 14,983 Value ($000) $4,344 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 20,250 Value ($000) $4,967 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 20,329 Value ($000) $4,873 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 20,624 Value ($000) $4,349 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 20,838 Value ($000) $4,215 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 21,583 Value ($000) $4,323 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 23,417 Value ($000) $3,983 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 25,091 Value ($000) $3,639 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 26,395 Value ($000) $3,839 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 29,629 Value ($000) $3,861 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 28,214 Value ($000) $3,784 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 26,583 Value ($000) $2,778 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 21,587 Value ($000) $2,431 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 6,994 Value ($000) $953 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 5,885 Value ($000) $934 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,538 Value ($000) $740 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,964 Value ($000) $462 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 2,849 Value ($000) $433 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 2,716 Value ($000) $345 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 2,716 Value ($000) $261 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 2,769 Value ($000) $260 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 8,049 Value ($000) $728 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 7,996 Value ($000) $1,115 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,360	$5,916	$309.53	$290.54 - $330.86
Q3 2025	14,912	$4,704	$295.93	$278.95 - $316.47
Q2 2025	14,983	$4,344	$252.67	$200.22 - $289.84
Q1 2025	20,250	$4,967	$250.91	$220.72 - $275.86
Q4 2024	20,329	$4,873	$228.03	$198.89 - $249.04
Q3 2024	20,624	$4,349	$204.96	$185.80 - $219.46
Q2 2024	20,838	$4,215	$189.18	$173.46 - $199.28
Q1 2024	21,583	$4,323	$173.61	$158.11 - $193.16
Q4 2023	23,417	$3,983	$144.89	$129.30 - $163.25
Q3 2023	25,091	$3,639	$142.31	$134.29 - $151.32
Q2 2023	26,395	$3,839	$129.66	$119.02 - $137.67
Q1 2023	29,629	$3,861	$128.16	$115.18 - $135.05
Q4 2022	28,214	$3,784	$117.65	$94.06 - $128.78
Q3 2022	26,583	$2,778	$105.62	$96.10 - $114.36
Q2 2022	21,587	$2,431	$113.02	$101.22 - $124.46
Q1 2022	6,994	$953	$133.66	$115.27 - $153.80
Q4 2021	5,885	$934	$147.83	$136.71 - $155.72
Q3 2021	4,538	$740	$140.29	$130.40 - $151.51
Q2 2021	2,964	$462	$139.74	$130.53 - $148.99
Q1 2021	2,849	$433	$127.25	$109.49 - $143.03
Q4 2020	2,716	$345	$98.14	$82.75 - $111.83
Q3 2020	2,716	$261	$85.44	$79.00 - $92.62
Q2 2020	2,769	$260	$81.74	$70.76 - $99.77
Q1 2020	8,049	$728	$103.61	$65.60 - $120.06
Q4 2019	7,996	$1,115	$108.67	$93.67 - $118.72