JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Buck Wealth Strategies, LLC's Holding History (CIK: 0001973259)

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

Q4 2025

Shares 54,523 Value ($000) $17,569 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 52,527 Value ($000) $16,568 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 52,216 Value ($000) $15,138 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 40,542 Value ($000) $9,945 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 41,286 Value ($000) $9,897 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 40,619 Value ($000) $8,565 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 45,589 Value ($000) $9,221 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 3,111 Value ($000) $623 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 47,015 Value ($000) $7,997 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 42,081 Value ($000) $6,103 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 41,966 Value ($000) $6,104 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 39,614 Value ($000) $5,162 Avg Close $128.16 Range $115.18 - $135.05

Q3 2022

Shares 38,897 Value ($000) $5,641 Avg Close $105.62 Range $96.10 - $114.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	54,523	$17,569	$309.53	$290.54 - $330.86
Q3 2025	52,527	$16,568	$295.93	$278.95 - $316.47
Q2 2025	52,216	$15,138	$252.67	$200.22 - $289.84
Q1 2025	40,542	$9,945	$250.91	$220.72 - $275.86
Q4 2024	41,286	$9,897	$228.03	$198.89 - $249.04
Q3 2024	40,619	$8,565	$204.96	$185.80 - $219.46
Q2 2024	45,589	$9,221	$189.18	$173.46 - $199.28
Q1 2024	3,111	$623	$173.61	$158.11 - $193.16
Q4 2023	47,015	$7,997	$144.89	$129.30 - $163.25
Q3 2023	42,081	$6,103	$142.31	$134.29 - $151.32
Q2 2023	41,966	$6,104	$129.66	$119.02 - $137.67
Q1 2023	39,614	$5,162	$128.16	$115.18 - $135.05
Q3 2022	38,897	$5,641	$105.62	$96.10 - $114.36