JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 38,360 Value ($000) $12,360 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 36,118 Value ($000) $11,393 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 37,597 Value ($000) $10,900 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 32,444 Value ($000) $7,959 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 30,027 Value ($000) $7,198 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 29,321 Value ($000) $6,183 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 24,928 Value ($000) $5,042 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 23,525 Value ($000) $4,712 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 22,881 Value ($000) $3,892 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 22,605 Value ($000) $3,278 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 11,874 Value ($000) $1,727 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 20,608 Value ($000) $2,685 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 49,321 Value ($000) $7,032 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 55,473 Value ($000) $7,294 Avg Close $105.62 Range $96.10 - $114.36
Q1 2022
Shares 49,300 Value ($000) $5,885 Avg Close $133.66 Range $115.27 - $153.80