JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealth Advisory Solutions, LLC's Holding History (CIK: 0001834802)

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

Q4 2025

Shares 35,547 Value ($000) $11,454 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 35,766 Value ($000) $11,282 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 36,554 Value ($000) $10,597 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 36,872 Value ($000) $9,045 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 41,849 Value ($000) $10,032 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 41,268 Value ($000) $8,702 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 46,330 Value ($000) $9,371 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 46,873 Value ($000) $9,389 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 49,929 Value ($000) $8,493 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 100,369 Value ($000) $15,808 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 53,438 Value ($000) $7,772 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 53,820 Value ($000) $7,013 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 55,523 Value ($000) $7,446 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 55,015 Value ($000) $5,749 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 55,464 Value ($000) $6,245 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 53,967 Value ($000) $7,357 Avg Close $133.66 Range $115.27 - $153.80

Q3 2021

Shares 54,041 Value ($000) $8,846 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 54,032 Value ($000) $8,404 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 55,534 Value ($000) $8 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 74,181 Value ($000) $9,426 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 69,719 Value ($000) $6,711 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 55,171 Value ($000) $5,189 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 57,450 Value ($000) $5,172 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 56,830 Value ($000) $7,921 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	35,547	$11,454	$309.53	$290.54 - $330.86
Q3 2025	35,766	$11,282	$295.93	$278.95 - $316.47
Q2 2025	36,554	$10,597	$252.67	$200.22 - $289.84
Q1 2025	36,872	$9,045	$250.91	$220.72 - $275.86
Q4 2024	41,849	$10,032	$228.03	$198.89 - $249.04
Q3 2024	41,268	$8,702	$204.96	$185.80 - $219.46
Q2 2024	46,330	$9,371	$189.18	$173.46 - $199.28
Q1 2024	46,873	$9,389	$173.61	$158.11 - $193.16
Q4 2023	49,929	$8,493	$144.89	$129.30 - $163.25
Q3 2023	100,369	$15,808	$142.31	$134.29 - $151.32
Q2 2023	53,438	$7,772	$129.66	$119.02 - $137.67
Q1 2023	53,820	$7,013	$128.16	$115.18 - $135.05
Q4 2022	55,523	$7,446	$117.65	$94.06 - $128.78
Q3 2022	55,015	$5,749	$105.62	$96.10 - $114.36
Q2 2022	55,464	$6,245	$113.02	$101.22 - $124.46
Q1 2022	53,967	$7,357	$133.66	$115.27 - $153.80
Q3 2021	54,041	$8,846	$140.29	$130.40 - $151.51
Q2 2021	54,032	$8,404	$139.74	$130.53 - $148.99
Q1 2021	55,534	$8	$127.25	$109.49 - $143.03
Q4 2020	74,181	$9,426	$98.14	$82.75 - $111.83
Q3 2020	69,719	$6,711	$85.44	$79.00 - $92.62
Q2 2020	55,171	$5,189	$81.74	$70.76 - $99.77
Q1 2020	57,450	$5,172	$103.61	$65.60 - $120.06
Q4 2019	56,830	$7,921	$108.67	$93.67 - $118.72