JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025

Shares 8,116 Value ($000) $2,615 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 8,398 Value ($000) $2,649 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 8,876 Value ($000) $2,573 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 10,930 Value ($000) $2,681 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 10,916 Value ($000) $2,617 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,334 Value ($000) $1,757 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,885 Value ($000) $988 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,182 Value ($000) $838 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,769 Value ($000) $811 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 5,701 Value ($000) $827 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 5,324 Value ($000) $774 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 5,347 Value ($000) $697 Avg Close $128.16 Range $115.18 - $135.05

Q3 2022

Shares 33,635 Value ($000) $3,515 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 32,408 Value ($000) $3,649 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 30,874 Value ($000) $4,209 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 30,298 Value ($000) $4,798 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 24,723 Value ($000) $4,047 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 24,541 Value ($000) $3,817 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 24,393 Value ($000) $3,713 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 24,245 Value ($000) $3,081 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 24,294 Value ($000) $2,339 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 22,768 Value ($000) $2,142 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 580 Value ($000) $52 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 579 Value ($000) $81 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,116	$2,615	$309.53	$290.54 - $330.86
Q3 2025	8,398	$2,649	$295.93	$278.95 - $316.47
Q2 2025	8,876	$2,573	$252.67	$200.22 - $289.84
Q1 2025	10,930	$2,681	$250.91	$220.72 - $275.86
Q4 2024	10,916	$2,617	$228.03	$198.89 - $249.04
Q3 2024	8,334	$1,757	$204.96	$185.80 - $219.46
Q2 2024	4,885	$988	$189.18	$173.46 - $199.28
Q1 2024	4,182	$838	$173.61	$158.11 - $193.16
Q4 2023	4,769	$811	$144.89	$129.30 - $163.25
Q3 2023	5,701	$827	$142.31	$134.29 - $151.32
Q2 2023	5,324	$774	$129.66	$119.02 - $137.67
Q1 2023	5,347	$697	$128.16	$115.18 - $135.05
Q3 2022	33,635	$3,515	$105.62	$96.10 - $114.36
Q2 2022	32,408	$3,649	$113.02	$101.22 - $124.46
Q1 2022	30,874	$4,209	$133.66	$115.27 - $153.80
Q4 2021	30,298	$4,798	$147.83	$136.71 - $155.72
Q3 2021	24,723	$4,047	$140.29	$130.40 - $151.51
Q2 2021	24,541	$3,817	$139.74	$130.53 - $148.99
Q1 2021	24,393	$3,713	$127.25	$109.49 - $143.03
Q4 2020	24,245	$3,081	$98.14	$82.75 - $111.83
Q3 2020	24,294	$2,339	$85.44	$79.00 - $92.62
Q2 2020	22,768	$2,142	$81.74	$70.76 - $99.77
Q1 2020	580	$52	$103.61	$65.60 - $120.06
Q4 2019	579	$81	$108.67	$93.67 - $118.72