JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 46,671 Value ($000) $15,038 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 51,077 Value ($000) $16,111 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 53,737 Value ($000) $15,579 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 54,080 Value ($000) $13,266 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 54,315 Value ($000) $13,020 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 46,090 Value ($000) $9,718 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 44,791 Value ($000) $9,060 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 41,530 Value ($000) $8,318 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 40,755 Value ($000) $6,932 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 39,392 Value ($000) $5,713 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 59,244 Value ($000) $9,243 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 38,388 Value ($000) $5,002 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 23,460 Value ($000) $3,146 Avg Close $117.65 Range $94.06 - $128.78