JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Worth Asset Management, LLC's Holding History (CIK: 0001927285)

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

Q4 2025
Shares 1,917 Value ($000) $618 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,452 Value ($000) $458 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,783 Value ($000) $517 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,704 Value ($000) $418 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,769 Value ($000) $424 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,733 Value ($000) $365 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,153 Value ($000) $435 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,079 Value ($000) $416 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,611 Value ($000) $274 Avg Close $144.89 Range $129.30 - $163.25
Q2 2023
Shares 1,445 Value ($000) $210 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,548 Value ($000) $202 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,600 Value ($000) $215 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 1,210 Value ($000) $126 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 1,250 Value ($000) $140 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,250 Value ($000) $148 Avg Close $133.66 Range $115.27 - $153.80