JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Wealth Management Associates, Inc.'s Holding History (CIK: 0002067339)

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

Q4 2025

Shares 8,326 Value ($000) $2,683 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 8,697 Value ($000) $2,743 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 8,737 Value ($000) $2,533 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 8,165 Value ($000) $2,003 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 8,185 Value ($000) $1,962 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 8,228 Value ($000) $1,735 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 8,407 Value ($000) $1,700 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 8,407 Value ($000) $1,700 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 8,626 Value ($000) $1,467 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 9,319 Value ($000) $1,351 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 8,821 Value ($000) $1,283 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,137 Value ($000) $1,191 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,079 Value ($000) $1,218 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 8,022 Value ($000) $838 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 8,090 Value ($000) $911 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 8,583 Value ($000) $1,170 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 8,320 Value ($000) $1,318 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 8,439 Value ($000) $1,381 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 8,393 Value ($000) $1,306 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 7,084 Value ($000) $1,078 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 7,179 Value ($000) $912 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 7,486 Value ($000) $721 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 10,779 Value ($000) $1,014 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 9,634 Value ($000) $867 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 3,358 Value ($000) $468 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 2,749 Value ($000) $324 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 2,746 Value ($000) $307 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 2,542 Value ($000) $257 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 2,448 Value ($000) $239 Avg Close $87.53 Range $74.88 - $96.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,326	$2,683	$309.53	$290.54 - $330.86
Q3 2025	8,697	$2,743	$295.93	$278.95 - $316.47
Q2 2025	8,737	$2,533	$252.67	$200.22 - $289.84
Q1 2025	8,165	$2,003	$250.91	$220.72 - $275.86
Q4 2024	8,185	$1,962	$228.03	$198.89 - $249.04
Q3 2024	8,228	$1,735	$204.96	$185.80 - $219.46
Q2 2024	8,407	$1,700	$189.18	$173.46 - $199.28
Q1 2024	8,407	$1,700	$173.61	$158.11 - $193.16
Q4 2023	8,626	$1,467	$144.89	$129.30 - $163.25
Q3 2023	9,319	$1,351	$142.31	$134.29 - $151.32
Q2 2023	8,821	$1,283	$129.66	$119.02 - $137.67
Q1 2023	9,137	$1,191	$128.16	$115.18 - $135.05
Q4 2022	9,079	$1,218	$117.65	$94.06 - $128.78
Q3 2022	8,022	$838	$105.62	$96.10 - $114.36
Q2 2022	8,090	$911	$113.02	$101.22 - $124.46
Q1 2022	8,583	$1,170	$133.66	$115.27 - $153.80
Q4 2021	8,320	$1,318	$147.83	$136.71 - $155.72
Q3 2021	8,439	$1,381	$140.29	$130.40 - $151.51
Q2 2021	8,393	$1,306	$139.74	$130.53 - $148.99
Q1 2021	7,084	$1,078	$127.25	$109.49 - $143.03
Q4 2020	7,179	$912	$98.14	$82.75 - $111.83
Q3 2020	7,486	$721	$85.44	$79.00 - $92.62
Q2 2020	10,779	$1,014	$81.74	$70.76 - $99.77
Q1 2020	9,634	$867	$103.61	$65.60 - $120.06
Q4 2019	3,358	$468	$108.67	$93.67 - $118.72
Q3 2019	2,749	$324	$95.08	$87.73 - $101.23
Q2 2019	2,746	$307	$92.02	$84.61 - $97.81
Q1 2019	2,542	$257	$85.34	$78.85 - $89.81
Q4 2018	2,448	$239	$87.53	$74.88 - $96.00