JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025

Shares 37,527 Value ($000) $12,092 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 36,323 Value ($000) $11,457 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 35,237 Value ($000) $10,216 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 33,660 Value ($000) $8,257 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 33,057 Value ($000) $7,924 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 31,675 Value ($000) $6,679 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 31,635 Value ($000) $6,398 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 30,382 Value ($000) $6,086 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 28,856 Value ($000) $4,908 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 26,911 Value ($000) $3,903 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 23,563 Value ($000) $3,427 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 24,878 Value ($000) $3,242 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 24,843 Value ($000) $3,331 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 24,722 Value ($000) $2,583 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 24,343 Value ($000) $2,741 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 25,785 Value ($000) $3,515 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 11,883 Value ($000) $1,882 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 26,696 Value ($000) $4,370 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 25,786 Value ($000) $4,011 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 28,748 Value ($000) $4,376 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 20,116 Value ($000) $2,556 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 31,811 Value ($000) $3,062 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 17,532 Value ($000) $1,649 Avg Close $81.74 Range $70.76 - $99.77

Q4 2019

Shares 19,163 Value ($000) $2,671 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	37,527	$12,092	$309.53	$290.54 - $330.86
Q3 2025	36,323	$11,457	$295.93	$278.95 - $316.47
Q2 2025	35,237	$10,216	$252.67	$200.22 - $289.84
Q1 2025	33,660	$8,257	$250.91	$220.72 - $275.86
Q4 2024	33,057	$7,924	$228.03	$198.89 - $249.04
Q3 2024	31,675	$6,679	$204.96	$185.80 - $219.46
Q2 2024	31,635	$6,398	$189.18	$173.46 - $199.28
Q1 2024	30,382	$6,086	$173.61	$158.11 - $193.16
Q4 2023	28,856	$4,908	$144.89	$129.30 - $163.25
Q3 2023	26,911	$3,903	$142.31	$134.29 - $151.32
Q2 2023	23,563	$3,427	$129.66	$119.02 - $137.67
Q1 2023	24,878	$3,242	$128.16	$115.18 - $135.05
Q4 2022	24,843	$3,331	$117.65	$94.06 - $128.78
Q3 2022	24,722	$2,583	$105.62	$96.10 - $114.36
Q2 2022	24,343	$2,741	$113.02	$101.22 - $124.46
Q1 2022	25,785	$3,515	$133.66	$115.27 - $153.80
Q4 2021	11,883	$1,882	$147.83	$136.71 - $155.72
Q3 2021	26,696	$4,370	$140.29	$130.40 - $151.51
Q2 2021	25,786	$4,011	$139.74	$130.53 - $148.99
Q1 2021	28,748	$4,376	$127.25	$109.49 - $143.03
Q4 2020	20,116	$2,556	$98.14	$82.75 - $111.83
Q3 2020	31,811	$3,062	$85.44	$79.00 - $92.62
Q2 2020	17,532	$1,649	$81.74	$70.76 - $99.77
Q4 2019	19,163	$2,671	$108.67	$93.67 - $118.72