JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 625 Value ($000) $201 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 525 Value ($000) $166 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 415 Value ($000) $120 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 392 Value ($000) $96 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 259 Value ($000) $62 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 234 Value ($000) $49 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 334 Value ($000) $67 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 334 Value ($000) $67 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 387 Value ($000) $66 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 354 Value ($000) $51 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 565 Value ($000) $82 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 633 Value ($000) $82 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 565 Value ($000) $76 Avg Close $117.65 Range $94.06 - $128.78