JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025

Shares 40,402 Value ($000) $12,959 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 40,374 Value ($000) $12,735 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 42,299 Value ($000) $12,263 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 34,283 Value ($000) $8,410 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 32,247 Value ($000) $7,730 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 32,571 Value ($000) $6,868 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 30,329 Value ($000) $6,454 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 21,994 Value ($000) $4,405 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 11,379 Value ($000) $1,936 Avg Close $144.89 Range $129.30 - $163.25

Q4 2022

Shares 15,318 Value ($000) $2,054 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 16,818 Value ($000) $2 Avg Close $105.62 Range $96.10 - $114.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	40,402	$12,959	$309.53	$290.54 - $330.86
Q3 2025	40,374	$12,735	$295.93	$278.95 - $316.47
Q2 2025	42,299	$12,263	$252.67	$200.22 - $289.84
Q1 2025	34,283	$8,410	$250.91	$220.72 - $275.86
Q4 2024	32,247	$7,730	$228.03	$198.89 - $249.04
Q3 2024	32,571	$6,868	$204.96	$185.80 - $219.46
Q2 2024	30,329	$6,454	$189.18	$173.46 - $199.28
Q1 2024	21,994	$4,405	$173.61	$158.11 - $193.16
Q4 2023	11,379	$1,936	$144.89	$129.30 - $163.25
Q4 2022	15,318	$2,054	$117.65	$94.06 - $128.78
Q3 2022	16,818	$2	$105.62	$96.10 - $114.36