JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025

Shares 659 Value ($000) $212 Avg Close $309.53 Range $290.54 - $330.86

Q2 2024

Shares 1,099 Value ($000) $222 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,064 Value ($000) $213 Avg Close $173.61 Range $158.11 - $193.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	659	$212	$309.53	$290.54 - $330.86
Q2 2024	1,099	$222	$189.18	$173.46 - $199.28
Q1 2024	1,064	$213	$173.61	$158.11 - $193.16