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Partnervest Advisory Services LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 29,800 | 3,384 | 2,869,000 | 384,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 26,416 | 1,291 | 2,485,000 | 223,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 25,125 | 199 | 2,262,000 | -1,213,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 24,926 | 2,957 | 3,475,000 | 889,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 21,969 | 4,785 | 2,586,000 | 665,000 | $117.71 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 17,184 | 855 | 1,921,000 | 268,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 16,329 | -4,391 | 1,653,000 | -370,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 20,720 | -5,719 | 2,023,000 | -960,000 | $97.64 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 26,439 | 1,285 | 2,983,000 | 362,000 | $112.83 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 25,154 | 1,320 | 2,621,000 | 0 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 23,834 | 528 | 2,621,000 | 129,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 23,306 | 1,230 | 2,492,000 | 384,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 22,076 | 76 | 2,108,000 | 97,000 | $95.49 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 22,000 | 828 | 2,011,000 | 184,000 | $91.41 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 21,172 | -254 | 1,827,000 | 400,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 21,426 | 1,049 | 1,427,000 | 161,000 | $66.60 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 20,377 | 20,377 | 1,266,000 | 1,266,000 | $62.13 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 19,130 | 10,223 | 1,133,000 | 673,000 | $59.23 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 18,172 | 9,265 | 1,200,000 | 740,000 | $66.04 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 18,442 | 9,535 | 1,124,000 | 664,000 | $60.95 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 20,110 | 538 | 1,363,000 | 177,000 | $67.78 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 19,572 | 10,665 | 1,186,000 | 726,000 | $60.60 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 18,801 | 9,894 | 1,177,000 | 717,000 | $62.60 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 9,268 | 361 | 558,000 | 98,000 | $60.21 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 8,895 | -12 | 513,000 | 53,000 | $57.67 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 8,585 | -322 | 521,000 | 61,000 | $60.69 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 8,729 | -178 | 510,000 | 50,000 | $58.43 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 8,907 | 1,441 | 460,000 | 66,000 | $51.64 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 7,466 | 4,297 | 394,000 | 255,000 | $52.77 |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 5,504 | 2,335 | 261,000 | 122,000 | $47.42 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 3,169 | 260 | 139,000 | 21,000 | $43.86 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 2,909 | -13 | 118,000 | 14,000 | $40.56 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 2,922 | 161 | 104,000 | -23,000 | $35.59 |
| 03/31/2012 | JPMORGAN CHASE & CO | JPM | 2,761 | 1,427 | 127,000 | 83,000 | $46.00 |
| 12/31/2011 | JPMORGAN CHASE & CO | JPM | 1,334 | 1,334 | 44,000 | 44,000 | $32.98 |
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