JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Daner Wealth Management, LLC's Holding History (CIK: 0001956649)

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

Q4 2025
Shares 1,181 Value ($000) $376 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,121 Value ($000) $334 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 945 Value ($000) $277 Avg Close $252.67 Range $200.22 - $289.84