JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

AssuredPartners Investment Advisors, LLC's Holding History (CIK: 0002055492)

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

Q4 2025

Shares 27,915 Value ($000) $8,995 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 26,047 Value ($000) $8,216 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 25,902 Value ($000) $7,509 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 29,970 Value ($000) $7,352 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 28,595 Value ($000) $6,854 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	27,915	$8,995	$309.53	$290.54 - $330.86
Q3 2025	26,047	$8,216	$295.93	$278.95 - $316.47
Q2 2025	25,902	$7,509	$252.67	$200.22 - $289.84
Q1 2025	29,970	$7,352	$250.91	$220.72 - $275.86
Q4 2024	28,595	$6,854	$228.03	$198.89 - $249.04