JPMORGAN CHASE FINL CO LLC

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 92,080 Value ($000) $2,754 Avg Close — Range —
Q3 2025
Shares 94,901 Value ($000) $2,801 Avg Close — Range —
Q2 2025
Shares 90,119 Value ($000) $2,727 Avg Close — Range —
Q1 2025
Shares 87,664 Value ($000) $2,847 Avg Close — Range —
Q4 2024
Shares 85,769 Value ($000) $2,531 Avg Close — Range —
Q3 2024
Shares 63,201 Value ($000) $1,799 Avg Close — Range —
Q2 2024
Shares 62,034 Value ($000) $1,795 Avg Close — Range —