JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Legacy Wealth Managment, LLC/ID's Holding History (CIK: 0002045082)

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

Q4 2025

Shares 727 Value ($000) $234 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 388 Value ($000) $122 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 396 Value ($000) $115 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 242 Value ($000) $59 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 242 Value ($000) $67 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 212 Value ($000) $51 Avg Close $204.96 Range $185.80 - $219.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	727	$234	$309.53	$290.54 - $330.86
Q3 2025	388	$122	$295.93	$278.95 - $316.47
Q2 2025	396	$115	$252.67	$200.22 - $289.84
Q1 2025	242	$59	$250.91	$220.72 - $275.86
Q4 2024	242	$67	$228.03	$198.89 - $249.04
Q3 2024	212	$51	$204.96	$185.80 - $219.46