JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WorthPointe, LLC's Holding History (CIK: 0001921448)

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

Q4 2025
Shares 1,467 Value ($000) $473 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,013 Value ($000) $320 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,017 Value ($000) $295 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,435 Value ($000) $352 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,546 Value ($000) $371 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,503 Value ($000) $317 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,216 Value ($000) $246 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,171 Value ($000) $235 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,039 Value ($000) $347 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 2,687 Value ($000) $390 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,020 Value ($000) $294 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,594 Value ($000) $208 Avg Close $128.16 Range $115.18 - $135.05
Q4 2021
Shares 1,308 Value ($000) $203 Avg Close $147.83 Range $136.71 - $155.72