JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SIMS INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002053807)

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

Q4 2025

Shares 891 Value ($000) $287 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 975 Value ($000) $308 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 975 Value ($000) $283 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 983 Value ($000) $241 Avg Close $250.91 Range $220.72 - $275.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	891	$287	$309.53	$290.54 - $330.86
Q3 2025	975	$308	$295.93	$278.95 - $316.47
Q2 2025	975	$283	$252.67	$200.22 - $289.84
Q1 2025	983	$241	$250.91	$220.72 - $275.86