JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WFA of San Diego, LLC's Holding History (CIK: 0001821407)

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

Q4 2025
Shares 983 Value ($000) $317 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,000 Value ($000) $315 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,050 Value ($000) $304 Avg Close $252.67 Range $200.22 - $289.84
Q3 2024
Shares 917 Value ($000) $193 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 917 Value ($000) $185 Avg Close $189.18 Range $173.46 - $199.28
Q3 2023
Shares 1,264 Value ($000) $183 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 741 Value ($000) $108 Avg Close $129.66 Range $119.02 - $137.67
Q4 2022
Shares 996 Value ($000) $134 Avg Close $117.65 Range $94.06 - $128.78
Q2 2022
Shares 687 Value ($000) $77 Avg Close $113.02 Range $101.22 - $124.46
Q4 2021
Shares 1,081 Value ($000) $171 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 797 Value ($000) $130 Avg Close $140.29 Range $130.40 - $151.51
Q2 2020
Shares 5,981 Value ($000) $822 Avg Close $81.74 Range $70.76 - $99.77