JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Worth Financial Advisory Group, LLC's Holding History (CIK: 0001964358)

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

Q4 2025
Shares 17,077 Value ($000) $5,502 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 17,092 Value ($000) $5,391 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 17,488 Value ($000) $5,070 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 17,416 Value ($000) $4,272 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 17,715 Value ($000) $4,246 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 18,528 Value ($000) $3,907 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 18,632 Value ($000) $3,769 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 18,256 Value ($000) $3,657 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 17,505 Value ($000) $2,978 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 17,224 Value ($000) $2,498 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 16,877 Value ($000) $2,455 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 16,897 Value ($000) $2,202 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 16,314 Value ($000) $2,188 Avg Close $117.65 Range $94.06 - $128.78