JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Strata Wealth Advisors, LLC's Holding History (CIK: 0001946237)

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

Q4 2025
Shares 1,610 Value ($000) $519 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,574 Value ($000) $497 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,561 Value ($000) $453 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,338 Value ($000) $328 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,328 Value ($000) $318 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,280 Value ($000) $270 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,203 Value ($000) $243 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,083 Value ($000) $217 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,179 Value ($000) $200 Avg Close $144.89 Range $129.30 - $163.25
Q1 2023
Shares 1,648 Value ($000) $215 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,713 Value ($000) $230 Avg Close $117.65 Range $94.06 - $128.78