JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025

Shares 17,344 Value ($000) $5,589 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 17,271 Value ($000) $5,448 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 17,011 Value ($000) $4,932 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 17,254 Value ($000) $4,233 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 16,875 Value ($000) $4,045 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 17,411 Value ($000) $3,671 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 18,053 Value ($000) $3,651 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 18,017 Value ($000) $3,609 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 17,496 Value ($000) $2,976 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 17,454 Value ($000) $2,531 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 16,715 Value ($000) $2,431 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 16,656 Value ($000) $2,170 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 17,204 Value ($000) $2,307 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 17,037 Value ($000) $1,780 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 16,945 Value ($000) $1,908 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 16,902 Value ($000) $2,304 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 17,450 Value ($000) $2,763 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 17,289 Value ($000) $2,830 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 17,004 Value ($000) $2,645 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 17,051 Value ($000) $2,596 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 17,432 Value ($000) $2,215 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 17,062 Value ($000) $1,643 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 16,793 Value ($000) $1,580 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 16,036 Value ($000) $1,444 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 16,776 Value ($000) $2,339 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,344	$5,589	$309.53	$290.54 - $330.86
Q3 2025	17,271	$5,448	$295.93	$278.95 - $316.47
Q2 2025	17,011	$4,932	$252.67	$200.22 - $289.84
Q1 2025	17,254	$4,233	$250.91	$220.72 - $275.86
Q4 2024	16,875	$4,045	$228.03	$198.89 - $249.04
Q3 2024	17,411	$3,671	$204.96	$185.80 - $219.46
Q2 2024	18,053	$3,651	$189.18	$173.46 - $199.28
Q1 2024	18,017	$3,609	$173.61	$158.11 - $193.16
Q4 2023	17,496	$2,976	$144.89	$129.30 - $163.25
Q3 2023	17,454	$2,531	$142.31	$134.29 - $151.32
Q2 2023	16,715	$2,431	$129.66	$119.02 - $137.67
Q1 2023	16,656	$2,170	$128.16	$115.18 - $135.05
Q4 2022	17,204	$2,307	$117.65	$94.06 - $128.78
Q3 2022	17,037	$1,780	$105.62	$96.10 - $114.36
Q2 2022	16,945	$1,908	$113.02	$101.22 - $124.46
Q1 2022	16,902	$2,304	$133.66	$115.27 - $153.80
Q4 2021	17,450	$2,763	$147.83	$136.71 - $155.72
Q3 2021	17,289	$2,830	$140.29	$130.40 - $151.51
Q2 2021	17,004	$2,645	$139.74	$130.53 - $148.99
Q1 2021	17,051	$2,596	$127.25	$109.49 - $143.03
Q4 2020	17,432	$2,215	$98.14	$82.75 - $111.83
Q3 2020	17,062	$1,643	$85.44	$79.00 - $92.62
Q2 2020	16,793	$1,580	$81.74	$70.76 - $99.77
Q1 2020	16,036	$1,444	$103.61	$65.60 - $120.06
Q4 2019	16,776	$2,339	$108.67	$93.67 - $118.72