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FineMark National Bank & Trust
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 149,601 | -828 | 19,494,505,000 | 19,478,786,000 | $130,309.99 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 150,429 | -33,092 | 15,719,000 | -4,948,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 183,521 | -1,089 | 20,667,000 | -4,499,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 184,610 | 2,688 | 25,166,000 | -3,641,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 181,922 | 2,403 | 28,807,000 | -578,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 179,519 | -289 | 29,385,000 | 1,417,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 179,808 | 1,336 | 27,968,000 | 799,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 178,472 | 1,191 | 27,169,000 | 4,642,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 177,281 | -3,885 | 22,527,000 | 5,086,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 181,166 | -5,762 | 17,441,000 | -141,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 186,928 | 3,083 | 17,582,000 | 1,030,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 183,845 | 4,640 | 16,552,000 | -8,429,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 179,205 | 1,727 | 24,981,000 | 24,960,113 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 177,478 | -216 | 20,887 | -19,845,113 | $0.12 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 177,694 | 6,484 | 19,866,000 | 2,534,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 171,210 | -4,776 | 17,332,000 | 152,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 175,986 | 6,722 | 17,180,000 | -1,920,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 169,264 | -10,666 | 19,100,000 | 351,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 179,930 | 3,428 | 18,749,000 | -661,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 176,502 | 31,985 | 19,410,000 | 3,955,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 144,517 | -3,128 | 15,455,000 | 1,353,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 147,645 | -1,159 | 14,102,000 | 501,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 148,804 | 5,079 | 13,601,000 | 976,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 143,725 | 141,609 | 12,625,000 | 12,442,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 2,116 | 0 | 183,000 | 42,000 | $86.48 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 2,116 | 1,625 | 141,000 | 110,000 | $66.64 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 491 | -6,009 | 31,000 | -354,000 | $63.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 6,500 | 6,397 | 385,000 | 380,000 | $59.23 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 6,500 | 4,716 | 429,000 | 335,000 | $66.00 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 6,500 | 6,305 | 396,000 | 384,000 | $60.92 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 192 | -3 | 13,000 | 1,000 | $67.71 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 195 | 36 | 12,000 | 2,000 | $61.54 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 159 | 0 | 10,000 | 1,000 | $62.89 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 104,271 | 104,112 | 6,281,000 | 6,272,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 159 | 0 | 9,000 | -1,000 | $56.60 |
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