JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

A4 Wealth Advisors LLC's Holding History (CIK: 0002033987)

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

Q4 2025
Shares 5,157 Value ($000) $1,662 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 5,228 Value ($000) $1,649 Avg Close $295.93 Range $278.95 - $316.47