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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 705,414 | -19,588 | 102,595,413,000 | 8,120,443,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 725,002 | -45,753 | 94,474,970,000 | -8,881,030,000 | $130,309.94 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 770,755 | -6,260 | 103,356,000,000 | 103,274,821,000 | $134,097.09 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 777,015 | -61,080 | 81,179,000 | -13,209,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 838,095 | -15,317 | 94,388,000 | -21,931,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 853,412 | 34,324 | 116,319,000 | -13,401,000 | $136.30 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 819,088 | 44,722 | 129,720,000 | 2,952,000 | $158.37 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 774,366 | 50,571 | 126,768,000 | 14,178,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 723,795 | 66,863 | 112,590,000 | 12,580,000 | $155.56 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 656,932 | 38,016 | 100,010,000 | 21,361,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 618,916 | 36,714 | 78,649,000 | 22,592,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 582,202 | 100,153 | 56,057,000 | 10,721,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 482,049 | -43,763 | 45,336,000 | -2,016,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 525,812 | -31,255 | 47,352,000 | -30,312,000 | $90.06 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 557,067 | -7,884 | 77,664,000 | 11,166,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 564,951 | 18,323 | 66,498,000 | 5,379,000 | $117.71 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 546,628 | -43,036 | 61,119,000 | 1,434,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 589,664 | -36,110 | 59,685,000 | -10,927,000 | $101.22 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 625,774 | -2,245 | 70,612,000 | 5,175,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 628,019 | 19,376 | 65,437,000 | -1,489,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 608,643 | -18,254 | 66,926,000 | -110,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 626,897 | 3,436 | 67,036,000 | 7,488,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 623,461 | -8,723 | 59,548,000 | 1,761,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 632,184 | 620,574 | 57,787,000 | 56,766,000 | $91.41 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 11,610 | 5,550 | 1,021,000 | 498,000 | $87.94 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 6,060 | -102,590 | 523,000 | -6,712,000 | $86.30 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 108,650 | -4,808 | 7,235,000 | -256,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 109,100 | -1,638 | 6,777,000 | 217,000 | $62.12 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 110,738 | -2,720 | 6,560,000 | -931,000 | $59.24 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 113,458 | -836,347 | 7,491,000 | -50,418,000 | $66.02 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 85,800 | 85,800 | 5,231,000 | 5,231,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 79,967 | -43,233 | 5,418,000 | -2,043,000 | $67.75 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 1,123,537 | 1,123,537 | 68,051,000 | 68,051,000 | $60.57 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 1,070,891 | 1,070,891 | 67,014,000 | 67,014,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 1,114,606 | 1,072,388 | 67,143,000 | 64,710,000 | $60.24 |
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