JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025

Shares 757 Value ($000) $244 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 694 Value ($000) $219 Avg Close $295.93 Range $278.95 - $316.47

Q3 2024

Shares 1,059 Value ($000) $223 Avg Close $204.96 Range $185.80 - $219.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	757	$244	$309.53	$290.54 - $330.86
Q3 2025	694	$219	$295.93	$278.95 - $316.47
Q3 2024	1,059	$223	$204.96	$185.80 - $219.46