JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 14,321 Value ($000) $4,615 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 11,074 Value ($000) $3,493 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 11,024 Value ($000) $3,196 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 10,423 Value ($000) $2,557 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 10,051 Value ($000) $2,409 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 10,059 Value ($000) $2,121 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 9,624 Value ($000) $1,947 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 9,497 Value ($000) $1,902 Avg Close $173.61 Range $158.11 - $193.16
Q2 2023
Shares 9,482 Value ($000) $1,379 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 8,963 Value ($000) $1,168 Avg Close $128.16 Range $115.18 - $135.05