JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 213,294 Value ($000) $68,728 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 209,011 Value ($000) $65,928 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 203,613 Value ($000) $59,030 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 199,577 Value ($000) $48,956 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 181,580 Value ($000) $43,527 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 165,601 Value ($000) $34,918 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 155,864 Value ($000) $31,525 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 118,071 Value ($000) $23,650 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 102,181 Value ($000) $17,381 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 101,644 Value ($000) $14,740 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 101,859 Value ($000) $14,733 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 108,462 Value ($000) $14,134 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 108,447 Value ($000) $14,543 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 111,927 Value ($000) $11,696 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 117,246 Value ($000) $13,203 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 119,112 Value ($000) $16,237 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 89,795 Value ($000) $14,219 Avg Close $147.83 Range $136.71 - $155.72