JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 95,989 Value ($000) $30,929 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 96,292 Value ($000) $30,373 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 98,006 Value ($000) $28,413 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 85,625 Value ($000) $21,004 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 70,920 Value ($000) $17,000 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 69,162 Value ($000) $14,583 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 70,165 Value ($000) $14,192 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 66,338 Value ($000) $13,288 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 66,940 Value ($000) $11,386 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 71,549 Value ($000) $10,376 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 50,570 Value ($000) $7,355 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 48,989 Value ($000) $6,384 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 52,528 Value ($000) $7,044 Avg Close $117.65 Range $94.06 - $128.78