JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025

Shares 18,174 Value ($000) $5,856 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 18,011 Value ($000) $5,681 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 17,907 Value ($000) $5,191 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 17,943 Value ($000) $4,401 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 17,803 Value ($000) $4,268 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 17,746 Value ($000) $3,742 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 17,257 Value ($000) $3,490 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 17,204 Value ($000) $3,446 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 17,454 Value ($000) $2,969 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 20,599 Value ($000) $2,987 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 20,299 Value ($000) $2,952 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 20,454 Value ($000) $2,665 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 16,798 Value ($000) $2,253 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,174	$5,856	$309.53	$290.54 - $330.86
Q3 2025	18,011	$5,681	$295.93	$278.95 - $316.47
Q2 2025	17,907	$5,191	$252.67	$200.22 - $289.84
Q1 2025	17,943	$4,401	$250.91	$220.72 - $275.86
Q4 2024	17,803	$4,268	$228.03	$198.89 - $249.04
Q3 2024	17,746	$3,742	$204.96	$185.80 - $219.46
Q2 2024	17,257	$3,490	$189.18	$173.46 - $199.28
Q1 2024	17,204	$3,446	$173.61	$158.11 - $193.16
Q4 2023	17,454	$2,969	$144.89	$129.30 - $163.25
Q3 2023	20,599	$2,987	$142.31	$134.29 - $151.32
Q2 2023	20,299	$2,952	$129.66	$119.02 - $137.67
Q1 2023	20,454	$2,665	$128.16	$115.18 - $135.05
Q4 2022	16,798	$2,253	$117.65	$94.06 - $128.78