JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Carrera Capital Advisors's Holding History (CIK: 0002035329)

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

Q4 2025

Shares 20,073 Value ($000) $6,468 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 5,769 Value ($000) $1,820 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,648 Value ($000) $1,637 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 5,831 Value ($000) $1,430 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 4,786 Value ($000) $1,147 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 4,297 Value ($000) $906 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 3,891 Value ($000) $787 Avg Close $189.18 Range $173.46 - $199.28

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,073	$6,468	$309.53	$290.54 - $330.86
Q3 2025	5,769	$1,820	$295.93	$278.95 - $316.47
Q2 2025	5,648	$1,637	$252.67	$200.22 - $289.84
Q1 2025	5,831	$1,430	$250.91	$220.72 - $275.86
Q4 2024	4,786	$1,147	$228.03	$198.89 - $249.04
Q3 2024	4,297	$906	$204.96	$185.80 - $219.46
Q2 2024	3,891	$787	$189.18	$173.46 - $199.28