JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Whelan Financial's Holding History (CIK: 0001894921)

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

Q4 2025
Shares 4,102 Value ($000) $1,322 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,622 Value ($000) $1,458 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,476 Value ($000) $1,008 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,468 Value ($000) $851 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,276 Value ($000) $785 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,269 Value ($000) $689 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,199 Value ($000) $647 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,102 Value ($000) $621 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,692 Value ($000) $458 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,762 Value ($000) $401 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,497 Value ($000) $363 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,393 Value ($000) $312 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,389 Value ($000) $320 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 2,385 Value ($000) $249 Avg Close $105.62 Range $96.10 - $114.36