JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WILLNER & HELLER, LLC's Holding History (CIK: 0001927796)

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

Q4 2025
Shares 4,907 Value ($000) $1,581 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,937 Value ($000) $1,557 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,986 Value ($000) $1,445 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 5,032 Value ($000) $1,234 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 5,042 Value ($000) $1,209 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,019 Value ($000) $1,058 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,260 Value ($000) $1,064 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,231 Value ($000) $1,048 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,259 Value ($000) $895 Avg Close $144.89 Range $129.30 - $163.25
Q4 2022
Shares 5,031 Value ($000) $675 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 5,207 Value ($000) $544 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 5,119 Value ($000) $576 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 4,863 Value ($000) $770 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 5,042 Value ($000) $825 Avg Close $147.83 Range $136.71 - $155.72