JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025

Shares 3,559 Value ($000) $1,147 Avg Close $309.53 Range $290.54 - $330.86

Q4 2024

Shares 5,190 Value ($000) $1,244 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 3,865 Value ($000) $815 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,021 Value ($000) $813 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,035 Value ($000) $808 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 3,862 Value ($000) $657 Avg Close $144.89 Range $129.30 - $163.25

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,559	$1,147	$309.53	$290.54 - $330.86
Q4 2024	5,190	$1,244	$228.03	$198.89 - $249.04
Q3 2024	3,865	$815	$204.96	$185.80 - $219.46
Q2 2024	4,021	$813	$189.18	$173.46 - $199.28
Q1 2024	4,035	$808	$173.61	$158.11 - $193.16
Q4 2023	3,862	$657	$144.89	$129.30 - $163.25