JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Rockline Wealth Management, LLC's Holding History (CIK: 0002005098)

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

Q4 2025
Shares 35,154 Value ($000) $11,327 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 34,296 Value ($000) $10,818 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 34,041 Value ($000) $9,869 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 33,927 Value ($000) $8,322 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 33,178 Value ($000) $7,953 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 31,963 Value ($000) $6,740 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 31,191 Value ($000) $6,309 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 30,418 Value ($000) $6,093 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 29,874 Value ($000) $5,082 Avg Close $144.89 Range $129.30 - $163.25