JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025

Shares 15,452 Value ($000) $4,979 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 14,366 Value ($000) $4,531 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 1,441 Value ($000) $418 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 14,432 Value ($000) $3,540 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 15,568 Value ($000) $3,283 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,452	$4,979	$309.53	$290.54 - $330.86
Q3 2025	14,366	$4,531	$295.93	$278.95 - $316.47
Q2 2025	1,441	$418	$252.67	$200.22 - $289.84
Q1 2025	14,432	$3,540	$250.91	$220.72 - $275.86
Q4 2024	15,568	$3,283	$228.03	$198.89 - $249.04