JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 246,837 Value ($000) $79,536 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 242,098 Value ($000) $76,365 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 197,166 Value ($000) $57,161 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 219,144 Value ($000) $53,756 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 171,239 Value ($000) $41,047 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 162,915 Value ($000) $34,352 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 160,229 Value ($000) $32,408 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 150,867 Value ($000) $30,219 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 146,385 Value ($000) $24,900 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 154,201 Value ($000) $22,362 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 138,844 Value ($000) $20,194 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 129,704 Value ($000) $16,902 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 125,733 Value ($000) $16,861 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 104,964 Value ($000) $10,969 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 87,819 Value ($000) $9,889 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 68,064 Value ($000) $9,279 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 43,862 Value ($000) $6,946 Avg Close $147.83 Range $136.71 - $155.72