JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 2,357 Value ($000) $759 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,490 Value ($000) $785 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,177 Value ($000) $631 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,125 Value ($000) $521 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,135 Value ($000) $512 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,179 Value ($000) $459 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,183 Value ($000) $442 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 4,348 Value ($000) $871 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 4,520 Value ($000) $769 Avg Close $144.89 Range $129.30 - $163.25
Q2 2023
Shares 4,681 Value ($000) $681 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,667 Value ($000) $608 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,913 Value ($000) $659 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 5,202 Value ($000) $544 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 5,190 Value ($000) $584 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 5,445 Value ($000) $742 Avg Close $133.66 Range $115.27 - $153.80