JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025

Shares 3,064 Value ($000) $987 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 12,069 Value ($000) $1,750 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 2,826 Value ($000) $819 Avg Close $252.67 Range $200.22 - $289.84

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,064	$987	$309.53	$290.54 - $330.86
Q3 2025	12,069	$1,750	$295.93	$278.95 - $316.47
Q2 2025	2,826	$819	$252.67	$200.22 - $289.84