JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025

Shares 3,944 Value ($000) $1,271 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,150 Value ($000) $994 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 2,138 Value ($000) $620 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 2,038 Value ($000) $500 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,065 Value ($000) $495 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 2,408 Value ($000) $508 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 2,227 Value ($000) $450 Avg Close $189.18 Range $173.46 - $199.28

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,944	$1,271	$309.53	$290.54 - $330.86
Q3 2025	3,150	$994	$295.93	$278.95 - $316.47
Q2 2025	2,138	$620	$252.67	$200.22 - $289.84
Q1 2025	2,038	$500	$250.91	$220.72 - $275.86
Q4 2024	2,065	$495	$228.03	$198.89 - $249.04
Q3 2024	2,408	$508	$204.96	$185.80 - $219.46
Q2 2024	2,227	$450	$189.18	$173.46 - $199.28