JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025

Shares 15,964 Value ($000) $5,144 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,338 Value ($000) $3,261 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 9,564 Value ($000) $2,773 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 7,830 Value ($000) $1,921 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 7,459 Value ($000) $1,788 Avg Close $228.03 Range $198.89 - $249.04

Q2 2024

Shares 5,536 Value ($000) $1,120 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 3,852 Value ($000) $772 Avg Close $173.61 Range $158.11 - $193.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,964	$5,144	$309.53	$290.54 - $330.86
Q3 2025	10,338	$3,261	$295.93	$278.95 - $316.47
Q2 2025	9,564	$2,773	$252.67	$200.22 - $289.84
Q1 2025	7,830	$1,921	$250.91	$220.72 - $275.86
Q4 2024	7,459	$1,788	$228.03	$198.89 - $249.04
Q2 2024	5,536	$1,120	$189.18	$173.46 - $199.28
Q1 2024	3,852	$772	$173.61	$158.11 - $193.16