JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025

Shares 54,662 Value ($000) $17,613 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 59,442 Value ($000) $18,750 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 58,608 Value ($000) $16,991 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 59,400 Value ($000) $14,571 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 58,608 Value ($000) $14,049 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 57,612 Value ($000) $12,148 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 55,517 Value ($000) $11,229 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 53,248 Value ($000) $10,666 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 51,046 Value ($000) $8,683 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 48,995 Value ($000) $7,105 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 39,168 Value ($000) $5,694 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 35,512 Value ($000) $4,628 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 33,019 Value ($000) $4,428 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 31,356 Value ($000) $3,277 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 31,473 Value ($000) $3,544 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 4,186 Value ($000) $571 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 4,127 Value ($000) $654 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 4,127 Value ($000) $676 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 4,151 Value ($000) $645 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 4,134 Value ($000) $629 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 4,327 Value ($000) $549 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 3,089 Value ($000) $297 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 2,811 Value ($000) $264 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 2,890 Value ($000) $260 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 2,749 Value ($000) $383 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	54,662	$17,613	$309.53	$290.54 - $330.86
Q3 2025	59,442	$18,750	$295.93	$278.95 - $316.47
Q2 2025	58,608	$16,991	$252.67	$200.22 - $289.84
Q1 2025	59,400	$14,571	$250.91	$220.72 - $275.86
Q4 2024	58,608	$14,049	$228.03	$198.89 - $249.04
Q3 2024	57,612	$12,148	$204.96	$185.80 - $219.46
Q2 2024	55,517	$11,229	$189.18	$173.46 - $199.28
Q1 2024	53,248	$10,666	$173.61	$158.11 - $193.16
Q4 2023	51,046	$8,683	$144.89	$129.30 - $163.25
Q3 2023	48,995	$7,105	$142.31	$134.29 - $151.32
Q2 2023	39,168	$5,694	$129.66	$119.02 - $137.67
Q1 2023	35,512	$4,628	$128.16	$115.18 - $135.05
Q4 2022	33,019	$4,428	$117.65	$94.06 - $128.78
Q3 2022	31,356	$3,277	$105.62	$96.10 - $114.36
Q2 2022	31,473	$3,544	$113.02	$101.22 - $124.46
Q1 2022	4,186	$571	$133.66	$115.27 - $153.80
Q4 2021	4,127	$654	$147.83	$136.71 - $155.72
Q3 2021	4,127	$676	$140.29	$130.40 - $151.51
Q2 2021	4,151	$645	$139.74	$130.53 - $148.99
Q1 2021	4,134	$629	$127.25	$109.49 - $143.03
Q4 2020	4,327	$549	$98.14	$82.75 - $111.83
Q3 2020	3,089	$297	$85.44	$79.00 - $92.62
Q2 2020	2,811	$264	$81.74	$70.76 - $99.77
Q1 2020	2,890	$260	$103.61	$65.60 - $120.06
Q4 2019	2,749	$383	$108.67	$93.67 - $118.72