JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 17,127 Value ($000) $5,324 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 17,879 Value ($000) $5,380 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 18,050 Value ($000) $5,178 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 18,236 Value ($000) $3,955 Avg Close $250.91 Range $220.72 - $275.86
Q3 2024
Shares 19,810 Value ($000) $4,465 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 21,162 Value ($000) $4,394 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 21,436 Value ($000) $4,319 Avg Close $173.61 Range $158.11 - $193.16
Q3 2023
Shares 21,530 Value ($000) $3,116 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 22,605 Value ($000) $3,524 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 22,924 Value ($000) $3,194 Avg Close $128.16 Range $115.18 - $135.05