JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BEACON INVESTMENT ADVISORS LLC's Holding History (CIK: 0001961635)

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

Q4 2025

Shares 6,827 Value ($000) $2,200 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,824 Value ($000) $2,153 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,800 Value ($000) $1,952 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,791 Value ($000) $1,666 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,728 Value ($000) $1,613 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 6,717 Value ($000) $1,416 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 6,710 Value ($000) $1,357 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 2,201 Value ($000) $441 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 2,089 Value ($000) $355 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 1,953 Value ($000) $283 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 1,946 Value ($000) $283 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 2,047 Value ($000) $267 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 2,034 Value ($000) $273 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,827	$2,200	$309.53	$290.54 - $330.86
Q3 2025	6,824	$2,153	$295.93	$278.95 - $316.47
Q2 2025	6,800	$1,952	$252.67	$200.22 - $289.84
Q1 2025	6,791	$1,666	$250.91	$220.72 - $275.86
Q4 2024	6,728	$1,613	$228.03	$198.89 - $249.04
Q3 2024	6,717	$1,416	$204.96	$185.80 - $219.46
Q2 2024	6,710	$1,357	$189.18	$173.46 - $199.28
Q1 2024	2,201	$441	$173.61	$158.11 - $193.16
Q4 2023	2,089	$355	$144.89	$129.30 - $163.25
Q3 2023	1,953	$283	$142.31	$134.29 - $151.32
Q2 2023	1,946	$283	$129.66	$119.02 - $137.67
Q1 2023	2,047	$267	$128.16	$115.18 - $135.05
Q4 2022	2,034	$273	$117.65	$94.06 - $128.78