JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Oxford Wealth Group, LLC's Holding History (CIK: 0002007082)

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

Q4 2025

Shares 3,407 Value ($000) $1,098 Avg Close $309.53 Range $290.54 - $330.86

Q4 2024

Shares 6,628 Value ($000) $1,589 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 6,894 Value ($000) $1,454 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 8,929 Value ($000) $1,806 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 6,902 Value ($000) $1,382 Avg Close $173.61 Range $158.11 - $193.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,407	$1,098	$309.53	$290.54 - $330.86
Q4 2024	6,628	$1,589	$228.03	$198.89 - $249.04
Q3 2024	6,894	$1,454	$204.96	$185.80 - $219.46
Q2 2024	8,929	$1,806	$189.18	$173.46 - $199.28
Q1 2024	6,902	$1,382	$173.61	$158.11 - $193.16