JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WEALTH EFFECTS LLC's Holding History (CIK: 0001907254)

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

Q4 2025
Shares 29,572 Value ($000) $9,529 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 29,689 Value ($000) $9,365 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 29,642 Value ($000) $8,594 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 29,281 Value ($000) $7,183 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 30,551 Value ($000) $7,323 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 30,750 Value ($000) $6,484 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 30,788 Value ($000) $6,227 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 30,477 Value ($000) $6,104 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 32,350 Value ($000) $5,503 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 29,872 Value ($000) $4,332 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 30,169 Value ($000) $4,388 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 30,768 Value ($000) $4,009 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 31,909 Value ($000) $4,279 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 32,322 Value ($000) $3,378 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 32,143 Value ($000) $3,620 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 31,747 Value ($000) $4,328 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 30,780 Value ($000) $4,874 Avg Close $147.83 Range $136.71 - $155.72