JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Resonant Capital Advisors, LLC's Holding History (CIK: 0001803236)

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

Q4 2025

Shares 35,033 Value ($000) $11,288 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 35,181 Value ($000) $11,097 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 35,304 Value ($000) $10,235 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 32,586 Value ($000) $7,993 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 32,742 Value ($000) $7,849 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 32,594 Value ($000) $6,873 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 32,348 Value ($000) $6,543 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 29,304 Value ($000) $5,870 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 27,790 Value ($000) $4,727 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 29,558 Value ($000) $4,287 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 30,050 Value ($000) $4,370 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 30,425 Value ($000) $3,965 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 30,898 Value ($000) $4,143 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 27,163 Value ($000) $2,839 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 27,880 Value ($000) $3,140 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 26,816 Value ($000) $3,628 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 25,419 Value ($000) $4,025 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 23,722 Value ($000) $3,883 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 20,201 Value ($000) $3,142 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 20,247 Value ($000) $3,082 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 19,170 Value ($000) $2,436 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 18,305 Value ($000) $1,762 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 17,836 Value ($000) $1,678 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 23,062 Value ($000) $2,076 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 20,243 Value ($000) $2,822 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	35,033	$11,288	$309.53	$290.54 - $330.86
Q3 2025	35,181	$11,097	$295.93	$278.95 - $316.47
Q2 2025	35,304	$10,235	$252.67	$200.22 - $289.84
Q1 2025	32,586	$7,993	$250.91	$220.72 - $275.86
Q4 2024	32,742	$7,849	$228.03	$198.89 - $249.04
Q3 2024	32,594	$6,873	$204.96	$185.80 - $219.46
Q2 2024	32,348	$6,543	$189.18	$173.46 - $199.28
Q1 2024	29,304	$5,870	$173.61	$158.11 - $193.16
Q4 2023	27,790	$4,727	$144.89	$129.30 - $163.25
Q3 2023	29,558	$4,287	$142.31	$134.29 - $151.32
Q2 2023	30,050	$4,370	$129.66	$119.02 - $137.67
Q1 2023	30,425	$3,965	$128.16	$115.18 - $135.05
Q4 2022	30,898	$4,143	$117.65	$94.06 - $128.78
Q3 2022	27,163	$2,839	$105.62	$96.10 - $114.36
Q2 2022	27,880	$3,140	$113.02	$101.22 - $124.46
Q1 2022	26,816	$3,628	$133.66	$115.27 - $153.80
Q4 2021	25,419	$4,025	$147.83	$136.71 - $155.72
Q3 2021	23,722	$3,883	$140.29	$130.40 - $151.51
Q2 2021	20,201	$3,142	$139.74	$130.53 - $148.99
Q1 2021	20,247	$3,082	$127.25	$109.49 - $143.03
Q4 2020	19,170	$2,436	$98.14	$82.75 - $111.83
Q3 2020	18,305	$1,762	$85.44	$79.00 - $92.62
Q2 2020	17,836	$1,678	$81.74	$70.76 - $99.77
Q1 2020	23,062	$2,076	$103.61	$65.60 - $120.06
Q4 2019	20,243	$2,822	$108.67	$93.67 - $118.72