JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Momentum Wealth Planning, LLC's Holding History (CIK: 0002087652)

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

Q4 2025

Shares 6,565 Value ($000) $2,115 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 7,653 Value ($000) $2,414 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,096 Value ($000) $1,767 Avg Close $252.67 Range $200.22 - $289.84

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,565	$2,115	$309.53	$290.54 - $330.86
Q3 2025	7,653	$2,414	$295.93	$278.95 - $316.47
Q2 2025	6,096	$1,767	$252.67	$200.22 - $289.84