JPMORGAN CHASE FINL CO LLC

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 431,543 Value ($000) $12,907 Avg Close — Range —
Q3 2025
Shares 508,440 Value ($000) $15,009 Avg Close — Range —
Q2 2025
Shares 526,432 Value ($000) $15,930 Avg Close — Range —
Q1 2025
Shares 535,320 Value ($000) $17,387 Avg Close — Range —