JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025

Shares 991 Value ($000) $319 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 831 Value ($000) $262 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 831 Value ($000) $241 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 831 Value ($000) $204 Avg Close $250.91 Range $220.72 - $275.86

Q3 2024

Shares 989 Value ($000) $209 Avg Close $204.96 Range $185.80 - $219.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	991	$319	$309.53	$290.54 - $330.86
Q3 2025	831	$262	$295.93	$278.95 - $316.47
Q2 2025	831	$241	$252.67	$200.22 - $289.84
Q1 2025	831	$204	$250.91	$220.72 - $275.86
Q3 2024	989	$209	$204.96	$185.80 - $219.46