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Baystate Wealth Management LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 38,286 | 28,620 | 5,568,246,000 | 5,566,950,000 | $145,438.18 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 9,666 | 742 | 1,296,000 | 363,000 | $134.08 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 8,924 | -369 | 933,000 | -114,000 | $104.55 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 9,293 | 2,249 | 1,047,000 | -106,000 | $112.67 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 7,044 | 247 | 1,153,000 | 96,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 6,797 | 520 | 1,057,000 | 101,000 | $155.51 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 6,277 | 723 | 956,000 | 250,000 | $152.30 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 5,554 | 347 | 706,000 | 205,000 | $127.12 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 5,207 | -2,328 | 501,000 | -208,000 | $96.22 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 7,535 | 691 | 709,000 | 93,000 | $94.09 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 6,844 | 435 | 616,000 | -138,000 | $90.01 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 6,409 | -218 | 754,000 | 1,000 | $117.65 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 6,627 | -349 | 753,000 | -39,000 | $113.63 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 6,976 | 389 | 792,000 | 103,000 | $113.53 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 6,587 | -446 | 689,000 | -95,000 | $104.60 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 7,033 | 599 | 784,000 | 99,000 | $111.47 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 6,434 | -77 | 685,000 | -37,000 | $106.47 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 6,511 | 6,511 | 722,000 | 722,000 | $110.89 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 0 | -7,818 | 0 | -754,000 | |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 7,818 | 162 | 754,000 | 54,000 | $96.44 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 7,656 | 7,656 | 700,000 | 700,000 | $91.43 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 0 | -298 | 0 | -14,000 | |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 298 | 298 | 14,000 | 14,000 | $46.98 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 298 | 298 | 13,000 | 13,000 | $43.62 |
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