JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

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

Q4 2025

Shares 145,045 Value ($000) $46,736 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 93,008 Value ($000) $29,338 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 80,565 Value ($000) $23,356 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 52,427 Value ($000) $12,774 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 40,998 Value ($000) $9,828 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 43,895 Value ($000) $9,256 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 40,291 Value ($000) $8,278 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 30,983 Value ($000) $6,164 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 27,099 Value ($000) $4,610 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 18,215 Value ($000) $2,642 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 14,521 Value ($000) $2,112 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 12,776 Value ($000) $1,665 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 5,570 Value ($000) $747 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	145,045	$46,736	$309.53	$290.54 - $330.86
Q3 2025	93,008	$29,338	$295.93	$278.95 - $316.47
Q2 2025	80,565	$23,356	$252.67	$200.22 - $289.84
Q1 2025	52,427	$12,774	$250.91	$220.72 - $275.86
Q4 2024	40,998	$9,828	$228.03	$198.89 - $249.04
Q3 2024	43,895	$9,256	$204.96	$185.80 - $219.46
Q2 2024	40,291	$8,278	$189.18	$173.46 - $199.28
Q1 2024	30,983	$6,164	$173.61	$158.11 - $193.16
Q4 2023	27,099	$4,610	$144.89	$129.30 - $163.25
Q3 2023	18,215	$2,642	$142.31	$134.29 - $151.32
Q2 2023	14,521	$2,112	$129.66	$119.02 - $137.67
Q1 2023	12,776	$1,665	$128.16	$115.18 - $135.05
Q4 2022	5,570	$747	$117.65	$94.06 - $128.78