JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Pine Harbor Wealth Management, LLC's Holding History (CIK: 0002016051)

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

Q4 2025
Shares 2,949 Value ($000) $950 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,864 Value ($000) $903 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,593 Value ($000) $752 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,530 Value ($000) $621 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,560 Value ($000) $614 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,553 Value ($000) $538 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,546 Value ($000) $515 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 2,342 Value ($000) $469 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 2,322 Value ($000) $395 Avg Close $144.89 Range $129.30 - $163.25