JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

QTR Family Wealth, LLC's Holding History (CIK: 0002067954)

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

Q4 2025
Shares 7,437 Value ($000) $2,367 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 7,310 Value ($000) $2,306 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,234 Value ($000) $1,807 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 5,264 Value ($000) $1,291 Avg Close $250.91 Range $220.72 - $275.86