JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025

Shares 30,392 Value ($000) $9,793 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 31,064 Value ($000) $9,799 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 31,743 Value ($000) $9,203 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 32,457 Value ($000) $7,962 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 33,741 Value ($000) $8,088 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 33,911 Value ($000) $7,151 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 34,095 Value ($000) $6,982 Avg Close $189.18 Range $173.46 - $199.28

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	30,392	$9,793	$309.53	$290.54 - $330.86
Q3 2025	31,064	$9,799	$295.93	$278.95 - $316.47
Q2 2025	31,743	$9,203	$252.67	$200.22 - $289.84
Q1 2025	32,457	$7,962	$250.91	$220.72 - $275.86
Q4 2024	33,741	$8,088	$228.03	$198.89 - $249.04
Q3 2024	33,911	$7,151	$204.96	$185.80 - $219.46
Q2 2024	34,095	$6,982	$189.18	$173.46 - $199.28