JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wills Financial Group LLC's Holding History (CIK: 0002059579)

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

Q4 2025

Shares 16,740 Value ($000) $5,394 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 16,816 Value ($000) $5,304 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 16,901 Value ($000) $4,900 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 16,841 Value ($000) $4,131 Avg Close $250.91 Range $220.72 - $275.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,740	$5,394	$309.53	$290.54 - $330.86
Q3 2025	16,816	$5,304	$295.93	$278.95 - $316.47
Q2 2025	16,901	$4,900	$252.67	$200.22 - $289.84
Q1 2025	16,841	$4,131	$250.91	$220.72 - $275.86