JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Moran Wealth Management, LLC's Holding History (CIK: 0001965334)

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

Q4 2025

Shares 89,207 Value ($000) $28,744 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 89,133 Value ($000) $28,115 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 103,297 Value ($000) $29,947 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 143,976 Value ($000) $35,317 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 232,845 Value ($000) $55,815 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 233,262 Value ($000) $49,186 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 233,742 Value ($000) $47,277 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 229,140 Value ($000) $45,897 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 193,072 Value ($000) $32,842 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 145,468 Value ($000) $21,096 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,438 Value ($000) $645 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 1,964 Value ($000) $256 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 1,553 Value ($000) $208 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	89,207	$28,744	$309.53	$290.54 - $330.86
Q3 2025	89,133	$28,115	$295.93	$278.95 - $316.47
Q2 2025	103,297	$29,947	$252.67	$200.22 - $289.84
Q1 2025	143,976	$35,317	$250.91	$220.72 - $275.86
Q4 2024	232,845	$55,815	$228.03	$198.89 - $249.04
Q3 2024	233,262	$49,186	$204.96	$185.80 - $219.46
Q2 2024	233,742	$47,277	$189.18	$173.46 - $199.28
Q1 2024	229,140	$45,897	$173.61	$158.11 - $193.16
Q4 2023	193,072	$32,842	$144.89	$129.30 - $163.25
Q3 2023	145,468	$21,096	$142.31	$134.29 - $151.32
Q2 2023	4,438	$645	$129.66	$119.02 - $137.67
Q1 2023	1,964	$256	$128.16	$115.18 - $135.05
Q4 2022	1,553	$208	$117.65	$94.06 - $128.78