JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Safe Harbor Fiduciary, LLC's Holding History (CIK: 0002036114)

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

Q4 2025

Shares 2,253 Value ($000) $726 Avg Close $309.53 Range $290.54 - $330.86

Q2 2025

Shares 2,793 Value ($000) $810 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 2,901 Value ($000) $712 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,901 Value ($000) $695 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 2,954 Value ($000) $623 Avg Close $204.96 Range $185.80 - $219.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,253	$726	$309.53	$290.54 - $330.86
Q2 2025	2,793	$810	$252.67	$200.22 - $289.84
Q1 2025	2,901	$712	$250.91	$220.72 - $275.86
Q4 2024	2,901	$695	$228.03	$198.89 - $249.04
Q3 2024	2,954	$623	$204.96	$185.80 - $219.46