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TRUE Private Wealth Advisors
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 38,385 | 354 | 5,582,674,000 | 626,827,000 | $145,438.95 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 38,031 | -519 | 4,955,847,000 | -213,664,000 | $130,310.72 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 38,550 | 5,087 | 5,169,511,000 | 5,165,743,000 | $134,098.86 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 33,463 | 974 | 3,768,000 | -361,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 32,489 | 1,833 | 4,129,000 | -725,000 | $127.09 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 30,656 | 726 | 4,854,000 | -45,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 29,930 | -2,138 | 4,899,000 | 17,000 | $163.68 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 32,068 | 1,880 | 4,882,000 | 1,047,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 30,188 | -1,065 | 3,835,000 | 827,000 | $127.04 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 31,253 | 850 | 3,008,000 | 149,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 30,403 | -4,200 | 2,859,000 | -256,000 | $94.04 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 34,603 | 8,399 | 3,115,000 | -537,000 | $90.02 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 26,204 | 840 | 3,652,000 | 667,000 | $139.37 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 25,364 | 2,945 | 2,985,000 | 479,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 22,419 | 1,190 | 2,506,000 | 357,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 21,229 | -1,544 | 2,149,000 | -74,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 22,773 | 1,269 | 2,223,000 | -203,559 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 21,504 | 191 | 2,426,559 | 206,559 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 21,313 | 3,163 | 2,220,000 | 224,000 | $104.16 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 18,150 | -134 | 1,996,000 | 41,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 18,284 | 6,034 | 1,955,000 | 785,000 | $106.92 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 12,250 | -199 | 1,170,000 | 33,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 12,449 | 1,317 | 1,137,000 | 178,000 | $91.33 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 11,132 | -1,136 | 959,000 | -83,000 | $86.15 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 12,268 | 1,426 | 1,042,000 | 308,000 | $84.94 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 10,842 | -2,052 | 734,000 | -67,000 | $67.70 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 12,894 | -455 | 801,000 | 10,000 | $62.12 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 13,349 | 13,349 | 791,000 | 791,000 | $59.26 |
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