JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

EPG Wealth Management LLC's Holding History (CIK: 0001803058)

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

Q4 2025

Shares 20,658 Value ($000) $6,656 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 20,097 Value ($000) $6,339 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 20,946 Value ($000) $6,072 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 23,461 Value ($000) $5,755 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 24,984 Value ($000) $5,989 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 26,762 Value ($000) $5,643 Avg Close $204.96 Range $185.80 - $219.46

Q1 2024

Shares 29,180 Value ($000) $5,845 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 29,366 Value ($000) $5,117 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 31,292 Value ($000) $4,538 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 31,135 Value ($000) $4,528 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 31,133 Value ($000) $4,057 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 24,669 Value ($000) $3,308 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 24,852 Value ($000) $2,597 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 22,334 Value ($000) $2,515 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 22,241 Value ($000) $3,032 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 19,910 Value ($000) $3,153 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 16,042 Value ($000) $2,626 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 15,302 Value ($000) $2,380 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 14,636 Value ($000) $2,228 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 13,713 Value ($000) $1,743 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 12,377 Value ($000) $1,192 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 11,417 Value ($000) $1,074 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 10,501 Value ($000) $946 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 9,390 Value ($000) $1,309 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,658	$6,656	$309.53	$290.54 - $330.86
Q3 2025	20,097	$6,339	$295.93	$278.95 - $316.47
Q2 2025	20,946	$6,072	$252.67	$200.22 - $289.84
Q1 2025	23,461	$5,755	$250.91	$220.72 - $275.86
Q4 2024	24,984	$5,989	$228.03	$198.89 - $249.04
Q3 2024	26,762	$5,643	$204.96	$185.80 - $219.46
Q1 2024	29,180	$5,845	$173.61	$158.11 - $193.16
Q4 2023	29,366	$5,117	$144.89	$129.30 - $163.25
Q3 2023	31,292	$4,538	$142.31	$134.29 - $151.32
Q2 2023	31,135	$4,528	$129.66	$119.02 - $137.67
Q1 2023	31,133	$4,057	$128.16	$115.18 - $135.05
Q4 2022	24,669	$3,308	$117.65	$94.06 - $128.78
Q3 2022	24,852	$2,597	$105.62	$96.10 - $114.36
Q2 2022	22,334	$2,515	$113.02	$101.22 - $124.46
Q1 2022	22,241	$3,032	$133.66	$115.27 - $153.80
Q4 2021	19,910	$3,153	$147.83	$136.71 - $155.72
Q3 2021	16,042	$2,626	$140.29	$130.40 - $151.51
Q2 2021	15,302	$2,380	$139.74	$130.53 - $148.99
Q1 2021	14,636	$2,228	$127.25	$109.49 - $143.03
Q4 2020	13,713	$1,743	$98.14	$82.75 - $111.83
Q3 2020	12,377	$1,192	$85.44	$79.00 - $92.62
Q2 2020	11,417	$1,074	$81.74	$70.76 - $99.77
Q1 2020	10,501	$946	$103.61	$65.60 - $120.06
Q4 2019	9,390	$1,309	$108.67	$93.67 - $118.72