JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025

Shares 61,254 Value ($000) $19,737 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 43,951 Value ($000) $13,863 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 29,999 Value ($000) $8,697 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 29,675 Value ($000) $7,275 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 32,074 Value ($000) $7,689 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 59,360 Value ($000) $12,516 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 45,401 Value ($000) $9,183 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 34,526 Value ($000) $6,916 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 41,817 Value ($000) $7,113 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 12,005 Value ($000) $4,929 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 16,256 Value ($000) $2,364 Avg Close $129.66 Range $119.02 - $137.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	61,254	$19,737	$309.53	$290.54 - $330.86
Q3 2025	43,951	$13,863	$295.93	$278.95 - $316.47
Q2 2025	29,999	$8,697	$252.67	$200.22 - $289.84
Q1 2025	29,675	$7,275	$250.91	$220.72 - $275.86
Q4 2024	32,074	$7,689	$228.03	$198.89 - $249.04
Q3 2024	59,360	$12,516	$204.96	$185.80 - $219.46
Q2 2024	45,401	$9,183	$189.18	$173.46 - $199.28
Q1 2024	34,526	$6,916	$173.61	$158.11 - $193.16
Q4 2023	41,817	$7,113	$144.89	$129.30 - $163.25
Q3 2023	12,005	$4,929	$142.31	$134.29 - $151.32
Q2 2023	16,256	$2,364	$129.66	$119.02 - $137.67