JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BXM Wealth LLC's Holding History (CIK: 0002052379)

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

Q4 2025

Shares 57,907 Value ($000) $2,047 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,751 Value ($000) $2,129 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,731 Value ($000) $1,661 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 5,945 Value ($000) $1,458 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 5,700 Value ($000) $1,366 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	57,907	$2,047	$309.53	$290.54 - $330.86
Q3 2025	6,751	$2,129	$295.93	$278.95 - $316.47
Q2 2025	5,731	$1,661	$252.67	$200.22 - $289.84
Q1 2025	5,945	$1,458	$250.91	$220.72 - $275.86
Q4 2024	5,700	$1,366	$228.03	$198.89 - $249.04