JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Goldstein Advisors, LLC's Holding History (CIK: 0001963807)

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

Q4 2025

Shares 4,099 Value ($000) $1,321 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,156 Value ($000) $1,311 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 4,101 Value ($000) $1,189 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,113 Value ($000) $1,009 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 4,444 Value ($000) $1,065 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,531 Value ($000) $955 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 4,181 Value ($000) $846 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 4,017 Value ($000) $805 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 3,929 Value ($000) $668 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 3,922 Value ($000) $569 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,446 Value ($000) $647 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 4,433 Value ($000) $578 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 3,871 Value ($000) $519 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,099	$1,321	$309.53	$290.54 - $330.86
Q3 2025	4,156	$1,311	$295.93	$278.95 - $316.47
Q2 2025	4,101	$1,189	$252.67	$200.22 - $289.84
Q1 2025	4,113	$1,009	$250.91	$220.72 - $275.86
Q4 2024	4,444	$1,065	$228.03	$198.89 - $249.04
Q3 2024	4,531	$955	$204.96	$185.80 - $219.46
Q2 2024	4,181	$846	$189.18	$173.46 - $199.28
Q1 2024	4,017	$805	$173.61	$158.11 - $193.16
Q4 2023	3,929	$668	$144.89	$129.30 - $163.25
Q3 2023	3,922	$569	$142.31	$134.29 - $151.32
Q2 2023	4,446	$647	$129.66	$119.02 - $137.67
Q1 2023	4,433	$578	$128.16	$115.18 - $135.05
Q4 2022	3,871	$519	$117.65	$94.06 - $128.78