JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 33,093 Value ($000) $10,663 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 34,698 Value ($000) $10,945 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 52,585 Value ($000) $15,245 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 29,845 Value ($000) $7,321 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 16,679 Value ($000) $3,998 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 30,683 Value ($000) $6,470 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 115,067 Value ($000) $23,274 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 105,831 Value ($000) $21,198 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 2,172 Value ($000) $369 Avg Close $144.89 Range $129.30 - $163.25

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33,093	$10,663	$309.53	$290.54 - $330.86
Q3 2025	34,698	$10,945	$295.93	$278.95 - $316.47
Q2 2025	52,585	$15,245	$252.67	$200.22 - $289.84
Q1 2025	29,845	$7,321	$250.91	$220.72 - $275.86
Q4 2024	16,679	$3,998	$228.03	$198.89 - $249.04
Q3 2024	30,683	$6,470	$204.96	$185.80 - $219.46
Q2 2024	115,067	$23,274	$189.18	$173.46 - $199.28
Q1 2024	105,831	$21,198	$173.61	$158.11 - $193.16
Q4 2023	2,172	$369	$144.89	$129.30 - $163.25