JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025

Shares 6,689 Value ($000) $2,155 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,440 Value ($000) $2,031 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,618 Value ($000) $1,629 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 5,333 Value ($000) $1,308 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,003 Value ($000) $1,199 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 5,090 Value ($000) $1,073 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 5,275 Value ($000) $1,067 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 5,373 Value ($000) $1,076 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 5,333 Value ($000) $907 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 8,948 Value ($000) $1,298 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 8,416 Value ($000) $1,224 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 7,597 Value ($000) $990 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 5,977 Value ($000) $801 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,689	$2,155	$309.53	$290.54 - $330.86
Q3 2025	6,440	$2,031	$295.93	$278.95 - $316.47
Q2 2025	5,618	$1,629	$252.67	$200.22 - $289.84
Q1 2025	5,333	$1,308	$250.91	$220.72 - $275.86
Q4 2024	5,003	$1,199	$228.03	$198.89 - $249.04
Q3 2024	5,090	$1,073	$204.96	$185.80 - $219.46
Q2 2024	5,275	$1,067	$189.18	$173.46 - $199.28
Q1 2024	5,373	$1,076	$173.61	$158.11 - $193.16
Q4 2023	5,333	$907	$144.89	$129.30 - $163.25
Q3 2023	8,948	$1,298	$142.31	$134.29 - $151.32
Q2 2023	8,416	$1,224	$129.66	$119.02 - $137.67
Q1 2023	7,597	$990	$128.16	$115.18 - $135.05
Q4 2022	5,977	$801	$117.65	$94.06 - $128.78