JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 4,346 Value ($000) $1,400 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 4,345 Value ($000) $1,371 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,344 Value ($000) $1,259 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,664 Value ($000) $1,144 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,611 Value ($000) $1,105 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,623 Value ($000) $1,186 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,326 Value ($000) $1,077 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,324 Value ($000) $1,066 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,323 Value ($000) $905 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 7,224 Value ($000) $1,048 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,901 Value ($000) $1,004 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 6,934 Value ($000) $904 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,901 Value ($000) $657 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,894 Value ($000) $511 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,894 Value ($000) $551 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,794 Value ($000) $245 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,794 Value ($000) $284 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,689 Value ($000) $276 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 1,674 Value ($000) $260 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,674 Value ($000) $255 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,662 Value ($000) $211 Avg Close $98.14 Range $82.75 - $111.83
Q4 2019
Shares 1,812 Value ($000) $253 Avg Close $108.67 Range $93.67 - $118.72