JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025

Shares 983 Value ($000) $317 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 1,177 Value ($000) $370 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 1,157 Value ($000) $334 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,168 Value ($000) $287 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 1,022 Value ($000) $245 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	983	$317	$309.53	$290.54 - $330.86
Q3 2025	1,177	$370	$295.93	$278.95 - $316.47
Q2 2025	1,157	$334	$252.67	$200.22 - $289.84
Q1 2025	1,168	$287	$250.91	$220.72 - $275.86
Q4 2024	1,022	$245	$228.03	$198.89 - $249.04