JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Lord & Richards Wealth Management, LLC's Holding History (CIK: 0002045252)

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

Q4 2025

Shares 2,952 Value ($000) $951 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 5,676 Value ($000) $1,790 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,315 Value ($000) $1,541 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 4,969 Value ($000) $1,219 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 2,858 Value ($000) $685 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,952	$951	$309.53	$290.54 - $330.86
Q3 2025	5,676	$1,790	$295.93	$278.95 - $316.47
Q2 2025	5,315	$1,541	$252.67	$200.22 - $289.84
Q1 2025	4,969	$1,219	$250.91	$220.72 - $275.86
Q4 2024	2,858	$685	$228.03	$198.89 - $249.04