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GREENWOOD CAPITAL ASSOCIATES LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 58,866 | -12,310 | 8,561,471,000 | -713,474,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 71,176 | 30 | 9,274,945,000 | -265,734,000 | $130,310.01 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 71,146 | -3,014 | 9,540,679,000 | 9,532,930,000 | $134,100.01 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 74,160 | 5,696 | 7,749,000 | 39,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 68,464 | 67,897 | 7,710,000 | 7,633,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 567 | -66,066 | 77,000 | -10,474,000 | $135.80 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 66,633 | -1,054 | 10,551,000 | -529,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 67,687 | -46,419 | 11,080,000 | -6,668,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 114,106 | -17,510 | 17,748,000 | 1,024,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 131,616 | 4,569 | 16,724,000 | 4,493,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 127,047 | 3,593 | 12,231,000 | 619,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 123,454 | 10,617 | 11,612,000 | 1,453,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 112,837 | 20,877 | 10,159,000 | -2,660,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 91,960 | 8,875 | 12,819,000 | 3,530,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 93,346 | 8,846 | 10,986,000 | 1,538,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 84,500 | 23,583 | 9,448,000 | 3,281,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 60,917 | 1,840 | 6,167,000 | 400,000 | $101.24 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 59,077 | 4,702 | 5,767,000 | -369,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 54,375 | -525 | 6,136,000 | 415,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 54,900 | 2,364 | 5,721,000 | -56,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 52,536 | -861 | 5,777,000 | 67,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 53,397 | -526 | 5,710,000 | 560,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 53,923 | -1,026 | 5,150,000 | 128,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 54,949 | 202 | 5,022,000 | 213,000 | $91.39 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 54,747 | 54,747 | 4,809,000 | 4,809,000 | $87.84 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 0 | -60,914 | 0 | -3,216,000 | |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 0 | -60,914 | 0 | -3,216,000 | |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -60,914 | 0 | -3,216,000 | |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 67,060 | -20,979 | 4,197,000 | -354,000 | $62.59 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 67,506 | -20,533 | 4,067,000 | -484,000 | $60.25 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 81,536 | -104 | 4,698,000 | -258,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 81,640 | -6,555 | 4,956,000 | -202,000 | $60.71 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 88,195 | 156 | 5,158,000 | 607,000 | $58.48 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 88,039 | 27,125 | 4,551,000 | 1,335,000 | $51.69 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 60,914 | 16,174 | 3,216,000 | 1,249,000 | $52.80 |
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