JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 2,977 Value ($000) $959 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,471 Value ($000) $779 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,260 Value ($000) $655 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,269 Value ($000) $557 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,326 Value ($000) $558 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,280 Value ($000) $481 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,279 Value ($000) $461 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,036 Value ($000) $408 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,581 Value ($000) $439 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,870 Value ($000) $271 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 2,000 Value ($000) $291 Avg Close $129.66 Range $119.02 - $137.67
Q4 2022
Shares 3,479 Value ($000) $467 Avg Close $117.65 Range $94.06 - $128.78