JPMORGAN CHASE FINL CO LLC

Ticker: AMJB CUSIP: 48133Q309 Class: CAL LKD 44

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 29,815 Value ($000) $892 Avg Close — Range —
Q3 2025
Shares 14,684 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 16,400 Value ($000) $496 Avg Close — Range —
Q1 2025
Shares 14,592 Value ($000) $474 Avg Close — Range —
Q4 2024
Shares 13,195 Value ($000) $389 Avg Close — Range —