JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 2,008 Value ($000) $647 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,994 Value ($000) $629 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,989 Value ($000) $577 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,967 Value ($000) $483 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,967 Value ($000) $472 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,967 Value ($000) $415 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,967 Value ($000) $398 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,967 Value ($000) $394 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,767 Value ($000) $301 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,617 Value ($000) $234 Avg Close $142.31 Range $134.29 - $151.32
Q4 2022
Shares 3,094 Value ($000) $415 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 3,452 Value ($000) $361 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 2,845 Value ($000) $320 Avg Close $113.02 Range $101.22 - $124.46