JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025

Shares 7,305 Value ($000) $2,354 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 4,088 Value ($000) $1,289 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 3,906 Value ($000) $1,132 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 3,880 Value ($000) $952 Avg Close $250.91 Range $220.72 - $275.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,305	$2,354	$309.53	$290.54 - $330.86
Q3 2025	4,088	$1,289	$295.93	$278.95 - $316.47
Q2 2025	3,906	$1,132	$252.67	$200.22 - $289.84
Q1 2025	3,880	$952	$250.91	$220.72 - $275.86