JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Total Clarity Wealth Management, Inc.'s Holding History (CIK: 0001804909)

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

Q4 2025

Shares 11,697 Value ($000) $3,769 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 11,693 Value ($000) $3,688 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 11,325 Value ($000) $3,283 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 11,235 Value ($000) $2,693 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 11,235 Value ($000) $2,693 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 11,096 Value ($000) $2,340 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 10,764 Value ($000) $2,177 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 11,041 Value ($000) $2,212 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 9,268 Value ($000) $1,576 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,279 Value ($000) $1,346 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 9,473 Value ($000) $1,378 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 8,922 Value ($000) $1,163 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 12,573 Value ($000) $1,686 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 12,084 Value ($000) $1,263 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 11,430 Value ($000) $1,287 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 11,023 Value ($000) $1,503 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 10,256 Value ($000) $1,624 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 10,192 Value ($000) $1,668 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 9,897 Value ($000) $1,539 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 9,495 Value ($000) $1,446 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 9,587 Value ($000) $1,218 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,631 Value ($000) $927 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,404 Value ($000) $885 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 9,241 Value ($000) $832 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 9,551 Value ($000) $1,331 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,697	$3,769	$309.53	$290.54 - $330.86
Q3 2025	11,693	$3,688	$295.93	$278.95 - $316.47
Q2 2025	11,325	$3,283	$252.67	$200.22 - $289.84
Q1 2025	11,235	$2,693	$250.91	$220.72 - $275.86
Q4 2024	11,235	$2,693	$228.03	$198.89 - $249.04
Q3 2024	11,096	$2,340	$204.96	$185.80 - $219.46
Q2 2024	10,764	$2,177	$189.18	$173.46 - $199.28
Q1 2024	11,041	$2,212	$173.61	$158.11 - $193.16
Q4 2023	9,268	$1,576	$144.89	$129.30 - $163.25
Q3 2023	9,279	$1,346	$142.31	$134.29 - $151.32
Q2 2023	9,473	$1,378	$129.66	$119.02 - $137.67
Q1 2023	8,922	$1,163	$128.16	$115.18 - $135.05
Q4 2022	12,573	$1,686	$117.65	$94.06 - $128.78
Q3 2022	12,084	$1,263	$105.62	$96.10 - $114.36
Q2 2022	11,430	$1,287	$113.02	$101.22 - $124.46
Q1 2022	11,023	$1,503	$133.66	$115.27 - $153.80
Q4 2021	10,256	$1,624	$147.83	$136.71 - $155.72
Q3 2021	10,192	$1,668	$140.29	$130.40 - $151.51
Q2 2021	9,897	$1,539	$139.74	$130.53 - $148.99
Q1 2021	9,495	$1,446	$127.25	$109.49 - $143.03
Q4 2020	9,587	$1,218	$98.14	$82.75 - $111.83
Q3 2020	9,631	$927	$85.44	$79.00 - $92.62
Q2 2020	9,404	$885	$81.74	$70.76 - $99.77
Q1 2020	9,241	$832	$103.61	$65.60 - $120.06
Q4 2019	9,551	$1,331	$108.67	$93.67 - $118.72