JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Accretive Wealth Partners, LLC's Holding History (CIK: 0001844444)

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

Q4 2025

Shares 892 Value ($000) $287 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 735 Value ($000) $232 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 714 Value ($000) $207 Avg Close $252.67 Range $200.22 - $289.84

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	892	$287	$309.53	$290.54 - $330.86
Q3 2025	735	$232	$295.93	$278.95 - $316.47
Q2 2025	714	$207	$252.67	$200.22 - $289.84