JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025

Shares 6,081 Value ($000) $1,960 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 5,226 Value ($000) $1,648 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,834 Value ($000) $1,401 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,185 Value ($000) $1,027 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,844 Value ($000) $922 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 3,617 Value ($000) $763 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 14,346 Value ($000) $2,902 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 20,347 Value ($000) $4,076 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 20,347 Value ($000) $3,461 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 20,187 Value ($000) $2,928 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 20,178 Value ($000) $2,935 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 20,001 Value ($000) $2,606 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 19,959 Value ($000) $2,677 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 19,757 Value ($000) $2,065 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 27,869 Value ($000) $3,138 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 29,528 Value ($000) $4,025 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 32,862 Value ($000) $5,204 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 31,498 Value ($000) $5,156 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 31,156 Value ($000) $4,846 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 33,973 Value ($000) $5,171 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 33,468 Value ($000) $4,253 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 33,051 Value ($000) $3,181 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 31,699 Value ($000) $2,981 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 32,260 Value ($000) $2,904 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 28,593 Value ($000) $3,985 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,081	$1,960	$309.53	$290.54 - $330.86
Q3 2025	5,226	$1,648	$295.93	$278.95 - $316.47
Q2 2025	4,834	$1,401	$252.67	$200.22 - $289.84
Q1 2025	4,185	$1,027	$250.91	$220.72 - $275.86
Q4 2024	3,844	$922	$228.03	$198.89 - $249.04
Q3 2024	3,617	$763	$204.96	$185.80 - $219.46
Q2 2024	14,346	$2,902	$189.18	$173.46 - $199.28
Q1 2024	20,347	$4,076	$173.61	$158.11 - $193.16
Q4 2023	20,347	$3,461	$144.89	$129.30 - $163.25
Q3 2023	20,187	$2,928	$142.31	$134.29 - $151.32
Q2 2023	20,178	$2,935	$129.66	$119.02 - $137.67
Q1 2023	20,001	$2,606	$128.16	$115.18 - $135.05
Q4 2022	19,959	$2,677	$117.65	$94.06 - $128.78
Q3 2022	19,757	$2,065	$105.62	$96.10 - $114.36
Q2 2022	27,869	$3,138	$113.02	$101.22 - $124.46
Q1 2022	29,528	$4,025	$133.66	$115.27 - $153.80
Q4 2021	32,862	$5,204	$147.83	$136.71 - $155.72
Q3 2021	31,498	$5,156	$140.29	$130.40 - $151.51
Q2 2021	31,156	$4,846	$139.74	$130.53 - $148.99
Q1 2021	33,973	$5,171	$127.25	$109.49 - $143.03
Q4 2020	33,468	$4,253	$98.14	$82.75 - $111.83
Q3 2020	33,051	$3,181	$85.44	$79.00 - $92.62
Q2 2020	31,699	$2,981	$81.74	$70.76 - $99.77
Q1 2020	32,260	$2,904	$103.61	$65.60 - $120.06
Q4 2019	28,593	$3,985	$108.67	$93.67 - $118.72