JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

N.E.W. Advisory Services LLC's Holding History (CIK: 0001803456)

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

Q4 2025

Shares 9,315 Value ($000) $3,001 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 9,172 Value ($000) $2,893 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,255 Value ($000) $2,683 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 8,539 Value ($000) $2,095 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 8,410 Value ($000) $2,016 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,811 Value ($000) $1,858 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 9,010 Value ($000) $1,822 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 9,259 Value ($000) $1,855 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,758 Value ($000) $1,660 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,912 Value ($000) $1,437 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 9,900 Value ($000) $1,440 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,916 Value ($000) $1,292 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,900 Value ($000) $1,328 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 4,869 Value ($000) $509 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 10,359 Value ($000) $1,167 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 10,040 Value ($000) $1,527 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 10,305 Value ($000) $1,632 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,298 Value ($000) $1,686 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 10,251 Value ($000) $1,596 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 10,014 Value ($000) $1,539 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,301 Value ($000) $1,181 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,375 Value ($000) $902 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,430 Value ($000) $887 Avg Close $81.74 Range $70.76 - $99.77

Q4 2019

Shares 8,173 Value ($000) $1,137 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,315	$3,001	$309.53	$290.54 - $330.86
Q3 2025	9,172	$2,893	$295.93	$278.95 - $316.47
Q2 2025	9,255	$2,683	$252.67	$200.22 - $289.84
Q1 2025	8,539	$2,095	$250.91	$220.72 - $275.86
Q4 2024	8,410	$2,016	$228.03	$198.89 - $249.04
Q3 2024	8,811	$1,858	$204.96	$185.80 - $219.46
Q2 2024	9,010	$1,822	$189.18	$173.46 - $199.28
Q1 2024	9,259	$1,855	$173.61	$158.11 - $193.16
Q4 2023	9,758	$1,660	$144.89	$129.30 - $163.25
Q3 2023	9,912	$1,437	$142.31	$134.29 - $151.32
Q2 2023	9,900	$1,440	$129.66	$119.02 - $137.67
Q1 2023	9,916	$1,292	$128.16	$115.18 - $135.05
Q4 2022	9,900	$1,328	$117.65	$94.06 - $128.78
Q3 2022	4,869	$509	$105.62	$96.10 - $114.36
Q2 2022	10,359	$1,167	$113.02	$101.22 - $124.46
Q1 2022	10,040	$1,527	$133.66	$115.27 - $153.80
Q4 2021	10,305	$1,632	$147.83	$136.71 - $155.72
Q3 2021	10,298	$1,686	$140.29	$130.40 - $151.51
Q2 2021	10,251	$1,596	$139.74	$130.53 - $148.99
Q1 2021	10,014	$1,539	$127.25	$109.49 - $143.03
Q4 2020	9,301	$1,181	$98.14	$82.75 - $111.83
Q3 2020	9,375	$902	$85.44	$79.00 - $92.62
Q2 2020	9,430	$887	$81.74	$70.76 - $99.77
Q4 2019	8,173	$1,137	$108.67	$93.67 - $118.72