JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Williamson Legacy Group, LLC's Holding History (CIK: 0002011965)

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

Q4 2025

Shares 2,739 Value ($000) $883 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 2,703 Value ($000) $853 Avg Close $295.93 Range $278.95 - $316.47

Q1 2025

Shares 6,403 Value ($000) $1,571 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,266 Value ($000) $1,262 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,934 Value ($000) $1,040 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 3,655 Value ($000) $739 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 3,074 Value ($000) $616 Avg Close $173.61 Range $158.11 - $193.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,739	$883	$309.53	$290.54 - $330.86
Q3 2025	2,703	$853	$295.93	$278.95 - $316.47
Q1 2025	6,403	$1,571	$250.91	$220.72 - $275.86
Q4 2024	5,266	$1,262	$228.03	$198.89 - $249.04
Q3 2024	4,934	$1,040	$204.96	$185.80 - $219.46
Q2 2024	3,655	$739	$189.18	$173.46 - $199.28
Q1 2024	3,074	$616	$173.61	$158.11 - $193.16