JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Turtle Creek Wealth Advisors, LLC's Holding History (CIK: 0002007171)

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

Q4 2025
Shares 66,697 Value ($000) $21,491 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 62,678 Value ($000) $19,770 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 53,028 Value ($000) $15,373 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 49,863 Value ($000) $12,231 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 41,020 Value ($000) $9,833 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 40,454 Value ($000) $8,530 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 39,308 Value ($000) $7,950 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 35,528 Value ($000) $7,116 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 33,780 Value ($000) $5,746 Avg Close $144.89 Range $129.30 - $163.25