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Laffer Tengler Investments
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 34,724 | -33 | 5,050,259,000 | 521,075,000 | $145,440.01 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 34,757 | 463 | 4,529,184,000 | -69,641,000 | $130,309.98 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 34,294 | 5,270 | 4,598,825,000 | 1,565,817,000 | $134,099.99 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 29,024 | 1,863 | 3,033,008,000 | -25,592,000 | $104,500.00 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 27,161 | 922 | 3,058,600,000 | -518,300,000 | $112,609.99 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 26,239 | 45 | 3,576,900,000 | 3,572,752,181 | $136,319.98 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 26,194 | 274 | 4,147,819 | -4,238,696,181 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 25,920 | 8,339 | 4,242,844,000 | 4,240,109,452 | $163,689.97 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 17,581 | -3,389 | 2,734,548 | -457,715 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 20,970 | 3,193 | 3,192,263 | 933,340 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 21,567 | 894 | 2,703,639,000 | 2,701,648,811 | $125,359.99 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 20,673 | 1,271 | 1,990,189 | 165,237 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 19,402 | 4,544 | 1,824,952 | 487,287 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 14,858 | 942 | 1,337,665 | -602,225 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 13,916 | 7,009 | 1,939,890 | 1,127,006 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 6,907 | -46 | 812,884 | 35,539 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 6,953 | -59,092 | 777,345 | -5,908,390 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 66,045 | -83 | 6,685,735 | 230,320 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 66,128 | -138 | 6,455,415 | -1,022,040 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 66,266 | -422 | 7,477,455 | 528,566 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 66,688 | -219 | 6,948,889 | -7,350,813,111 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 66,907 | -6,845 | 7,357,762,000 | 7,349,874,961 | $109,969.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 73,752 | -2,109 | 7,887,039 | 641,555 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 75,861 | -5,160 | 7,245,484 | -159,835 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 81,021 | -35 | 7,405,319 | 285,360 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 81,056 | -1,875 | 7,119,959 | -36,156 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 82,931 | 930 | 7,156,115 | -5,453,289,885 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 82,001 | 82,001 | 5,460,446,000 | 5,460,446,000 | $66,589.99 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 81,312 | 45,666 | 5,052,727,000 | 2,941,771,000 | $62,139.99 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 35,646 | 1,214 | 2,110,956,000 | -162,588,000 | $59,220.00 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 34,432 | -14,210 | 2,273,544,000 | -692,212,000 | $66,029.97 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 48,642 | -8,310 | 2,965,756,000 | -893,310,000 | $60,971.09 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 56,952 | 56,952 | 3,859,066,000 | 3,859,066,000 | $67,759.97 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 211,993 | 211,993 | 12,842,536,000 | 12,842,536,000 | $60,580.00 |
| 12/31/2010 | JPMORGAN CHASE & CO | JPM | 0 | -7,851 | 0 | -298,888 | |
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