JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

InvesTrust's Holding History (CIK: 0002050848)

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

Q4 2025

Shares 20,804 Value ($000) $6,703 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 21,667 Value ($000) $6,834 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 21,739 Value ($000) $6,302 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 41,514 Value ($000) $10,183 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 44,160 Value ($000) $10,578 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,804	$6,703	$309.53	$290.54 - $330.86
Q3 2025	21,667	$6,834	$295.93	$278.95 - $316.47
Q2 2025	21,739	$6,302	$252.67	$200.22 - $289.84
Q1 2025	41,514	$10,183	$250.91	$220.72 - $275.86
Q4 2024	44,160	$10,578	$228.03	$198.89 - $249.04