JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025

Shares 25,709 Value ($000) $8,284 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 17,897 Value ($000) $5,645 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 17,143 Value ($000) $4,970 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 16,527 Value ($000) $4,054 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 15,545 Value ($000) $3,726 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 14,315 Value ($000) $3,019 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 14,378 Value ($000) $2,908 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 13,954 Value ($000) $2,795 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 6,685 Value ($000) $1,137 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,239 Value ($000) $905 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,178 Value ($000) $608 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 4,864 Value ($000) $634 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,817 Value ($000) $512 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 5,326 Value ($000) $557 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 4,046 Value ($000) $456 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 3,775 Value ($000) $515 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 2,606 Value ($000) $413 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 2,616 Value ($000) $428 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 2,589 Value ($000) $403 Avg Close $139.74 Range $130.53 - $148.99

Q4 2020

Shares 3,361 Value ($000) $427 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 12,485 Value ($000) $1,202 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 12,373 Value ($000) $1,164 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 12,768 Value ($000) $1,150 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 12,168 Value ($000) $1,696 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,709	$8,284	$309.53	$290.54 - $330.86
Q3 2025	17,897	$5,645	$295.93	$278.95 - $316.47
Q2 2025	17,143	$4,970	$252.67	$200.22 - $289.84
Q1 2025	16,527	$4,054	$250.91	$220.72 - $275.86
Q4 2024	15,545	$3,726	$228.03	$198.89 - $249.04
Q3 2024	14,315	$3,019	$204.96	$185.80 - $219.46
Q2 2024	14,378	$2,908	$189.18	$173.46 - $199.28
Q1 2024	13,954	$2,795	$173.61	$158.11 - $193.16
Q4 2023	6,685	$1,137	$144.89	$129.30 - $163.25
Q3 2023	6,239	$905	$142.31	$134.29 - $151.32
Q2 2023	4,178	$608	$129.66	$119.02 - $137.67
Q1 2023	4,864	$634	$128.16	$115.18 - $135.05
Q4 2022	3,817	$512	$117.65	$94.06 - $128.78
Q3 2022	5,326	$557	$105.62	$96.10 - $114.36
Q2 2022	4,046	$456	$113.02	$101.22 - $124.46
Q1 2022	3,775	$515	$133.66	$115.27 - $153.80
Q4 2021	2,606	$413	$147.83	$136.71 - $155.72
Q3 2021	2,616	$428	$140.29	$130.40 - $151.51
Q2 2021	2,589	$403	$139.74	$130.53 - $148.99
Q4 2020	3,361	$427	$98.14	$82.75 - $111.83
Q3 2020	12,485	$1,202	$85.44	$79.00 - $92.62
Q2 2020	12,373	$1,164	$81.74	$70.76 - $99.77
Q1 2020	12,768	$1,150	$103.61	$65.60 - $120.06
Q4 2019	12,168	$1,696	$108.67	$93.67 - $118.72