JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MINDSET WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002044232)

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

Q4 2025
Shares 2,892 Value ($000) $932 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,990 Value ($000) $943 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 2,781 Value ($000) $806 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 2,936 Value ($000) $720 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,204 Value ($000) $528 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,154 Value ($000) $454 Avg Close $204.96 Range $185.80 - $219.46