JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 38,974 Value ($000) $12,558 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,318 Value ($000) $1,993 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 5,377 Value ($000) $1,559 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,907 Value ($000) $1,204 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,947 Value ($000) $467 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,873 Value ($000) $395 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,037 Value ($000) $210 Avg Close $189.18 Range $173.46 - $199.28
Q2 2023
Shares 3,600 Value ($000) $527 Avg Close $129.66 Range $119.02 - $137.67