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Spears Abacus Advisors LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 220,786 | 954 | 32,111,116,000 | 3,464,808,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 219,832 | -32,593 | 28,646,308,000 | 28,619,930,000 | $130,310.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 252,425 | -1,035 | 26,378,000 | -2,164,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 253,460 | 12,732 | 28,542,000 | -4,274,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 240,728 | 3,448 | 32,816,000 | -4,757,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 237,280 | 923 | 37,573,000 | -1,116,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 236,357 | -2,467 | 38,689,000 | 2,333,000 | $163.69 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 238,824 | -183 | 36,356,000 | 5,985,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 239,007 | -1,535 | 30,371,000 | 7,214,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 240,542 | -695 | 23,157,000 | 466,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 241,237 | -1,073 | 22,691,000 | 876,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 242,310 | 13,881 | 21,815,000 | -10,028,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 228,429 | 462 | 31,843,000 | 5,014,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 227,967 | -2,964 | 26,829,000 | 1,011,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 230,931 | -1,200 | 25,818,000 | 2,319,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 232,131 | 3,824 | 23,499,000 | 1,212,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 228,307 | -23,243 | 22,287,000 | -6,098,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 251,550 | -2,774 | 28,385,000 | 1,884,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 254,324 | 11,244 | 26,501,000 | -231,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 243,080 | -1,020 | 26,732,000 | 628,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 244,100 | 476 | 26,104,000 | 2,835,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 243,624 | -3,225 | 23,269,000 | 707,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 246,849 | -5,079 | 22,562,000 | 433,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 251,928 | -110,126 | 22,129,000 | -9,113,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 362,054 | -28,071 | 31,242,000 | 5,264,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 390,125 | 347,559 | 25,978,000 | 23,383,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 404,175 | 1,640 | 25,115,000 | 1,277,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 402,535 | 360,619 | 23,838,000 | 21,070,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 41,916 | -650 | 2,768,000 | 173,000 | $66.04 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 42,566 | 42,566 | 2,595,000 | 2,595,000 | $60.96 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 41,727 | 41,727 | 2,827,000 | 2,827,000 | $67.75 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 41,727 | 41,727 | 2,528,000 | 2,528,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 39,724 | 39,724 | 2,486,000 | 2,486,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 38,985 | 38,985 | 2,348,000 | 2,348,000 | $60.23 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 37,698 | 37,698 | 2,172,000 | 2,172,000 | $57.62 |
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