JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 7,441 Value ($000) $2,248 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,285 Value ($000) $2,252 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 7,135 Value ($000) $2,018 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 7,285 Value ($000) $1,721 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 7,138 Value ($000) $1,712 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 7,228 Value ($000) $1,617 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 7,413 Value ($000) $1,540 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,918 Value ($000) $1,251 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,230 Value ($000) $1,210 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,421 Value ($000) $1,078 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 7,385 Value ($000) $1,074 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 6,289 Value ($000) $888 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,886 Value ($000) $982 Avg Close $117.65 Range $94.06 - $128.78