JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025

Shares 751 Value ($000) $242 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 754 Value ($000) $238 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 781 Value ($000) $226 Avg Close $252.67 Range $200.22 - $289.84

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	751	$242	$309.53	$290.54 - $330.86
Q3 2025	754	$238	$295.93	$278.95 - $316.47
Q2 2025	781	$226	$252.67	$200.22 - $289.84