JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 23,096 Value ($000) $7,442 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 24,481 Value ($000) $7,722 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 25,012 Value ($000) $7,251 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 24,861 Value ($000) $6,098 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 25,552 Value ($000) $6,448 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 37,876 Value ($000) $7,982 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 37,144 Value ($000) $7,712 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 36,920 Value ($000) $6,752 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 37,067 Value ($000) $19 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 37,377 Value ($000) $5,526 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 37,500 Value ($000) $5,454 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 38,149 Value ($000) $4,899 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 37,536 Value ($000) $5,072 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 36,481 Value ($000) $3,945 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 23,679 Value ($000) $2,708 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 23,095 Value ($000) $3,125 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 22,944 Value ($000) $3,710 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 23,464 Value ($000) $3,841 Avg Close $140.29 Range $130.40 - $151.51