JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 8,136 Value ($000) $2,622 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,958 Value ($000) $2,510 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 8,370 Value ($000) $2,426 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 8,304 Value ($000) $2,037 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 10,368 Value ($000) $2,485 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 10,170 Value ($000) $2,144 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 11,488 Value ($000) $2,323 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,488 Value ($000) $2,301 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,488 Value ($000) $1,954 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,213 Value ($000) $1,626 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 11,056 Value ($000) $1,608 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 11,994 Value ($000) $1,563 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 11,814 Value ($000) $1,584 Avg Close $117.65 Range $94.06 - $128.78