JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ALLEN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002012003)

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

Q4 2025
Shares 2,980 Value ($000) $960 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,876 Value ($000) $907 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 3,016 Value ($000) $874 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,116 Value ($000) $764 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 3,121 Value ($000) $748 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,131 Value ($000) $660 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 3,136 Value ($000) $634 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,931 Value ($000) $587 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,892 Value ($000) $492 Avg Close $144.89 Range $129.30 - $163.25