JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q4 2025
Shares 985 Value ($000) $317 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 997 Value ($000) $314 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,011 Value ($000) $293 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 1,000 Value ($000) $245 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 1,000 Value ($000) $240 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,000 Value ($000) $211 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,000 Value ($000) $202 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 1,000 Value ($000) $200 Avg Close $173.61 Range $158.11 - $193.16