JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025

Shares 20,351 Value ($000) $6,558 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 19,746 Value ($000) $6,229 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 19,622 Value ($000) $5,808 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 18,887 Value ($000) $4,633 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 18,207 Value ($000) $4,364 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 18,642 Value ($000) $3,931 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 18,159 Value ($000) $3,673 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 18,199 Value ($000) $3,645 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 18,296 Value ($000) $3,112 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 18,169 Value ($000) $2,635 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 18,541 Value ($000) $2,697 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 16,526 Value ($000) $2,154 Avg Close $128.16 Range $115.18 - $135.05

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,351	$6,558	$309.53	$290.54 - $330.86
Q3 2025	19,746	$6,229	$295.93	$278.95 - $316.47
Q2 2025	19,622	$5,808	$252.67	$200.22 - $289.84
Q1 2025	18,887	$4,633	$250.91	$220.72 - $275.86
Q4 2024	18,207	$4,364	$228.03	$198.89 - $249.04
Q3 2024	18,642	$3,931	$204.96	$185.80 - $219.46
Q2 2024	18,159	$3,673	$189.18	$173.46 - $199.28
Q1 2024	18,199	$3,645	$173.61	$158.11 - $193.16
Q4 2023	18,296	$3,112	$144.89	$129.30 - $163.25
Q3 2023	18,169	$2,635	$142.31	$134.29 - $151.32
Q2 2023	18,541	$2,697	$129.66	$119.02 - $137.67
Q1 2023	16,526	$2,154	$128.16	$115.18 - $135.05