JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025

Shares 3,390 Value ($000) $1,092 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,400 Value ($000) $1,073 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,845 Value ($000) $1,115 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,824 Value ($000) $447 Avg Close $250.91 Range $220.72 - $275.86

Q2 2023

Shares 3,397 Value ($000) $530 Avg Close $129.66 Range $119.02 - $137.67

Q4 2022

Shares 3,353 Value ($000) $450 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,390	$1,092	$309.53	$290.54 - $330.86
Q3 2025	3,400	$1,073	$295.93	$278.95 - $316.47
Q2 2025	3,845	$1,115	$252.67	$200.22 - $289.84
Q1 2025	1,824	$447	$250.91	$220.72 - $275.86
Q2 2023	3,397	$530	$129.66	$119.02 - $137.67
Q4 2022	3,353	$450	$117.65	$94.06 - $128.78