JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 12,734 Value ($000) $4,103 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 12,564 Value ($000) $3,963 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 11,847 Value ($000) $3,435 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 10,897 Value ($000) $2,673 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 9,543 Value ($000) $2,287 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 9,242 Value ($000) $1,949 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 8,724 Value ($000) $1,764 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 8,387 Value ($000) $1,680 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 7,879 Value ($000) $1,340 Avg Close $144.89 Range $129.30 - $163.25