JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 40,799 Value ($000) $13,146 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 43,990 Value ($000) $13,876 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 45,750 Value ($000) $13,646 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 44,074 Value ($000) $10,811 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 45,045 Value ($000) $10,798 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 32,679 Value ($000) $6,891 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 42,563 Value ($000) $8,609 Avg Close $189.18 Range $173.46 - $199.28
Q4 2023
Shares 42,994 Value ($000) $7,579 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 32,910 Value ($000) $4,773 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 33,262 Value ($000) $4,838 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 30,458 Value ($000) $3,969 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 20,270 Value ($000) $2,718 Avg Close $117.65 Range $94.06 - $128.78