JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025

Shares 8,068 Value ($000) $2,600 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 7,491 Value ($000) $2,363 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 5,402 Value ($000) $1,566 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,896 Value ($000) $956 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 13,433 Value ($000) $1,863 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,068	$2,600	$309.53	$290.54 - $330.86
Q3 2025	7,491	$2,363	$295.93	$278.95 - $316.47
Q2 2025	5,402	$1,566	$252.67	$200.22 - $289.84
Q1 2025	3,896	$956	$250.91	$220.72 - $275.86
Q4 2024	13,433	$1,863	$228.03	$198.89 - $249.04