JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BankPlus Wealth Management LLC's Holding History (CIK: 0002051117)

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

Q4 2025

Shares 9,579 Value ($000) $3,087 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 3,447 Value ($000) $1,088 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,536 Value ($000) $1,025 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,436 Value ($000) $843 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 3,488 Value ($000) $836 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,579	$3,087	$309.53	$290.54 - $330.86
Q3 2025	3,447	$1,088	$295.93	$278.95 - $316.47
Q2 2025	3,536	$1,025	$252.67	$200.22 - $289.84
Q1 2025	3,436	$843	$250.91	$220.72 - $275.86
Q4 2024	3,488	$836	$228.03	$198.89 - $249.04