JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025

Shares 7,399 Value ($000) $2,384 Avg Close $309.53 Range $290.54 - $330.86

Q2 2025

Shares 7,126 Value ($000) $2,066 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,971 Value ($000) $1,710 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,940 Value ($000) $1,664 Avg Close $228.03 Range $198.89 - $249.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,399	$2,384	$309.53	$290.54 - $330.86
Q2 2025	7,126	$2,066	$252.67	$200.22 - $289.84
Q1 2025	6,971	$1,710	$250.91	$220.72 - $275.86
Q4 2024	6,940	$1,664	$228.03	$198.89 - $249.04