JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025

Shares 769 Value ($000) $248 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 771 Value ($000) $243 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 726 Value ($000) $210 Avg Close $252.67 Range $200.22 - $289.84

Q4 2024

Shares 727 Value ($000) $174 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	769	$248	$309.53	$290.54 - $330.86
Q3 2025	771	$243	$295.93	$278.95 - $316.47
Q2 2025	726	$210	$252.67	$200.22 - $289.84
Q4 2024	727	$174	$228.03	$198.89 - $249.04