JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Souders Financial Advisors's Holding History (CIK: 0001811240)

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

Q4 2025

Shares 20,827 Value ($000) $6,711 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 20,822 Value ($000) $6,568 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 21,320 Value ($000) $6,181 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 22,694 Value ($000) $5,567 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 29,728 Value ($000) $7,126 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 36,897 Value ($000) $7,780 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 37,910 Value ($000) $7,668 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 36,118 Value ($000) $7,234 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 40,622 Value ($000) $6,910 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 41,088 Value ($000) $5,959 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 44,270 Value ($000) $6,439 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 46,179 Value ($000) $6,018 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 47,189 Value ($000) $6,328 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 46,570 Value ($000) $4,867 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 43,929 Value ($000) $4,947 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 36,020 Value ($000) $4,910 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 36,164 Value ($000) $5,727 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 33,941 Value ($000) $5,556 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 32,766 Value ($000) $5,096 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 33,342 Value ($000) $5,076 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 35,139 Value ($000) $4,465 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 35,016 Value ($000) $4,080 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 35,175 Value ($000) $3,309 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 29,485 Value ($000) $2,655 Avg Close $103.61 Range $65.60 - $120.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,827	$6,711	$309.53	$290.54 - $330.86
Q3 2025	20,822	$6,568	$295.93	$278.95 - $316.47
Q2 2025	21,320	$6,181	$252.67	$200.22 - $289.84
Q1 2025	22,694	$5,567	$250.91	$220.72 - $275.86
Q4 2024	29,728	$7,126	$228.03	$198.89 - $249.04
Q3 2024	36,897	$7,780	$204.96	$185.80 - $219.46
Q2 2024	37,910	$7,668	$189.18	$173.46 - $199.28
Q1 2024	36,118	$7,234	$173.61	$158.11 - $193.16
Q4 2023	40,622	$6,910	$144.89	$129.30 - $163.25
Q3 2023	41,088	$5,959	$142.31	$134.29 - $151.32
Q2 2023	44,270	$6,439	$129.66	$119.02 - $137.67
Q1 2023	46,179	$6,018	$128.16	$115.18 - $135.05
Q4 2022	47,189	$6,328	$117.65	$94.06 - $128.78
Q3 2022	46,570	$4,867	$105.62	$96.10 - $114.36
Q2 2022	43,929	$4,947	$113.02	$101.22 - $124.46
Q1 2022	36,020	$4,910	$133.66	$115.27 - $153.80
Q4 2021	36,164	$5,727	$147.83	$136.71 - $155.72
Q3 2021	33,941	$5,556	$140.29	$130.40 - $151.51
Q2 2021	32,766	$5,096	$139.74	$130.53 - $148.99
Q1 2021	33,342	$5,076	$127.25	$109.49 - $143.03
Q4 2020	35,139	$4,465	$98.14	$82.75 - $111.83
Q3 2020	35,016	$4,080	$85.44	$79.00 - $92.62
Q2 2020	35,175	$3,309	$81.74	$70.76 - $99.77
Q1 2020	29,485	$2,655	$103.61	$65.60 - $120.06