JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 7,229 Value ($000) $2,329 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,584 Value ($000) $2,077 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,584 Value ($000) $1,909 Avg Close $252.67 Range $200.22 - $289.84
Q4 2024
Shares 6,544 Value ($000) $1,569 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 6,614 Value ($000) $1,395 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 6,528 Value ($000) $1,320 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 6,528 Value ($000) $1,308 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 6,528 Value ($000) $1,110 Avg Close $144.89 Range $129.30 - $163.25