JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 7,999 Value ($000) $2,577 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,482 Value ($000) $2,360 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 7,462 Value ($000) $2,163 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,996 Value ($000) $1,716 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 6,473 Value ($000) $1,552 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 6,224 Value ($000) $1,312 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 6,344 Value ($000) $1,283 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,811 Value ($000) $1,164 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,330 Value ($000) $907 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,493 Value ($000) $652 Avg Close $142.31 Range $134.29 - $151.32