JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 79,859 Value ($000) $25,732 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 71,110 Value ($000) $22,430 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 66,390 Value ($000) $19,247 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 62,665 Value ($000) $15,372 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 61,791 Value ($000) $14,812 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 54,816 Value ($000) $11,558 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 51,815 Value ($000) $10,480 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 45,179 Value ($000) $9,049 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 39,328 Value ($000) $6,690 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 29,645 Value ($000) $4,299 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 29,046 Value ($000) $4,224 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 28,836 Value ($000) $3,758 Avg Close $128.16 Range $115.18 - $135.05