JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025

Shares 64,653 Value ($000) $20,832 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 62,037 Value ($000) $19,568 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 62,816 Value ($000) $18,211 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 61,450 Value ($000) $15,074 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 60,562 Value ($000) $14,517 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	64,653	$20,832	$309.53	$290.54 - $330.86
Q3 2025	62,037	$19,568	$295.93	$278.95 - $316.47
Q2 2025	62,816	$18,211	$252.67	$200.22 - $289.84
Q1 2025	61,450	$15,074	$250.91	$220.72 - $275.86
Q4 2024	60,562	$14,517	$228.03	$198.89 - $249.04